Christian Menzi

#17 Re-using existing documents

Documents appearing in more than one meeting

Adding documents to a meeting can be done in three different ways: "Add new document from your computer", "Add existing meeting document" or "Add existing library document". If a document has already been uploaded to a past meeting, make sure to select option 2 (Meeting document), then browse in the list of past meetings and select the desired document. Do the same if the document already exists in your corporate library.

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Commission prepares, Board approves

A normal use case is a commission preparing a subject and the Board of Directors approving the same some days later. Members of the commission which will find the same document in the BoD meeting again, probably expect to find the same situation as they had at the end of the preparation, therefore including their individual notes made on the document. By re-using the same document from the previous meeting, you assure to have this. Not only the function copies the basic document, but it also copies all individual versions of it, including the personal annotations of the members.

Insights and Resources

Christian Menzi

#14 Leading digital meeting management

Christian Menzi

#13 SoundProof and Support Chat

Christian Menzi

#12 Discover the Private Library

Christian Menzi

#11 New functions in Meetings and Library


About Admin Academy

We are happy to announce the launch of the Sherpany Admin Academy- a repository of knowledge for the optimal usage of Sherpany Boardroom. Here, we will regularly provide our Administrator Community with news and best practice recommendations for the optimal administration of the Boardroom.

Our common goal? 
Smooth and efficient meeting set up and fully satisfied meeting attendees.


You can look forward to:

  • tricky features easily explained
  • announcements of crisp webinars and intuitive tutorials
  • invitations for participating in user tests and providing feedback to our product management
  • & much more.

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