Notify participants

Display participant view preview

You can view a meeting as a participant before publishing it and making it available to your invited parties.

Please note

The participant view preview is available regardless of the meeting status.

  1. In the Meetings section, select the meeting you are organizing

  2. In the meeting's detailed view, click on Participant view preview: Disabled along the bottom of your screen to switch to the participant view

    3. The meeting is displayed as it appears to the participants. Click on the Details, Invited parties and Agenda tabs to view each one.

  3. Once you have finished, click on Participant view preview: Enabled along the bottom of your screen to switch back to the organizer view.

Publish the meeting

When you have finished preparing your meeting, you must publish it in order to make it available to your invited parties. Once published, it will immediately appear in your invited parties’ calendars enabling them to access its content (agenda, documents, votes...).

Please note

you cannot go back to the In preparation status after publishing the meeting.

  1. In the Meetings section, select the meeting you want to publish.

  2. In the General information section, select the Published status.

  3. Click Save to save the new status. This action cannot be reversed.

Send invitations to participants

The application never sends automatic notifications. You can choose to send an email notification to the invited parties whenever convenient.

  1. In the Meetings section, select the meeting for which you want to send notifications.

    If your meeting is not published, you will only be able to send a notification in the Save the date format.

  2. In the Invited parties tab of the meeting's detailed view, click Manage notifications.

  3. In the Recipients section, select the participants to which you want to send an email.

  4. In the Templates section, select an email template (Save the date, Convocation, Update or Cancellation) and, if needed, make any necessary changes to the subject and body of the email.

    Please note

    You can notify your participants of the changes made to the meeting by checking Add update for this event to recipient's calendar.

    If your meeting is In preparation, you can add the agenda to the notification email by checking Add agenda.

    Tip

    Click Email preview in the bottom-left corner of the window to preview the email that will be sent to the invited parties.

  5. When you have finished, click Notify.

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