During the Meeting

Having Our Cat Herder open during the meeting gives you access to the agenda, documents, and your notes — whether you are meeting in person or online.

Use the Meeting Pack

The Meeting Pack presents the full agenda with all documents inline, so you can follow along item by item.

1. Open the meeting and click Meeting Pack on the Papers tab.
2. Navigate to the current agenda item as the meeting progresses.
3. Reference attached documents directly — they are displayed inline beneath each agenda item.

Meeting Pack on a Second Screen

If you are in a physical meeting room, consider opening the Meeting Pack on a tablet or laptop so you can follow the agenda and reference documents without disrupting the flow of discussion.

View/Take Notes

You can take personal notes against agenda items in the Meeting Pack view as the meeting progresses.

1. Click the speech bubble icon on the left side of the meeting pack to open the notes panel.

2. Next to the document name, click the speech bubble icon to open the notes area for that document. Type your notes.

3. Click Submit to save. Notes are not saved automatically, so remember to submit before moving to the next item.

You can edit or delete individual notes using the pencil and cross icons on each note.

Your notes are private and only visible to you.

Reference Documents During Discussion

When discussion turns to a specific board paper or attachment:

• In Agenda view, expand the relevant agenda item and click the attachment to open it in the side panel.
• In Meeting Pack view, scroll or jump to the agenda item — the document is displayed inline.

This lets you quickly check figures, recommendations, or specific sections of a paper when questions arise.

You can also expand and collapse individual agenda items in the main Meeting Details view by clicking the expand icon next to the agenda item name. Use Expand All or Collapse All to toggle all items at once.

Check Attendees

If you need to see who is present at the meeting:

1. Click the Attendees tab.
2. Review the list of attendees, their RSVP status, and their roles.

Review Actions

The Actions tab on the meeting shows outstanding actions for this meeting type. This gives you a quick view of what is still open from previous meetings and is useful context during discussion.