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PACT Meeting

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Online app to establish Agendas, send Meeting Requests, confirm attendance, and to use the Agenda as the
basis to record & track your meeting minutes & to set up Action Tasks

Published in: Technology, Business
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PACT Meeting

  1. 1. PACT Meeting Principal Agreement & Contract Tracking
  2. 2. PACT Meeting Online App to establish Agendas, send Meeting Requests, confirm attendance and to use the Agenda as the basis to record & track your meeting minutes & to set up Action Tasks. Clicking PACT Meeting icon in home page directs you to the below page. Welcome Gives you a brief description about PACT Meeting app. KnowHow Know how PACT Meeting app works.
  3. 3. PACT Meeting Agendas Securely store all your meeting agendas online in an organised folder structure with controlled user access. Clicking “Agendas” directs you to the below page. “Create” icon - create new folders & sub-folders.  Enter details such as folder name & description, choose users to share folder, period during which folder should be available (if required) & Save.  To share folder with user(s), select either “All Users” or “Selected Users” by clicking respective radio button.  Then from the user-list appearing in left, choose user(s) and click “>>” button.  Selected user(s) gets shifted to the right-side user-list box.  The folder created will be shared with these user(s).  Once saved, the folder will be included in your folders list.
  4. 4. PACT Meeting Create Folder Page Folder Created Create subfolder Delete folderEdit folder details Select user(s) to share folder Shared user(s)
  5. 5. PACT Meeting “Upload” button – upload your agenda related documents to folders created.  Choose folder from dropdown to save document, enter document details such as name & description, choose document type from dropdown, users to share document, browse & attach document, and Submit.  Enable notifications to users so that they are made aware of documents that are being uploaded in MBPCloud (optional).  To send notification, tick “Enable Notification” check-box.  Select user(s) from left-side user-list box, shift chosen user(s) to right user-list box.  Once you have uploaded the document to the folder, a notification message will be auto-triggered to all chosen user(s) via email informing them of the upload.  Once submitted, the document gets saved in the chosen folder.  To view versions of a document, click “Versions” button alongside that document.
  6. 6. PACT Meeting Document Upload Page Document Uploaded Select folder to save document Select document type Document shared with following users Select users Click to send upload notification to users Notification to following users Attach document here View document versions
  7. 7. PACT Meeting The following E-mail notification will be auto-triggered to all chosen user(s) informing them of the upload. Replacing a document with a newer version You can replace a document with a newer version by maintaining the record of the previous version(s). To upload newer version of an already uploaded document, click “Edit” button besides the document to replace; in uploaded Document List. Dear User, [User Name] has uploaded [Document Title] in MBPCloud Document Repository System. Sincerely, MBPCloud DRS System
  8. 8. PACT Meeting Here, click on the “Replace Attachment” button besides the attachment. Attach the newer version, and click “Update” button. Click to upload new version Attach new version here
  9. 9. PACT Meeting You can view all versions of a document by clicking “View” button of the document in the Document List. You will be directed to the „Document History‟ page that lists all versions uploaded for that document. You can also view all document versions through the “List” page (explained latter in this presentation). Click to view
  10. 10. PACT Meeting “Search” button – Search Stored Folders & Documents.  Choose entity to search by selecting from respective check-box.  Enter entity name to search.  The search result will be displayed in grid below. Select entity to search Enter entity name Search result
  11. 11. PACT Meeting “List” button – View all your saved Folders & Documents.  Clicking “List” icon will list all your saved folders.  Click a folder from the list to view all documents saved under it.  Documents can be Moved between folders, Archived and Deleted.  To action a document, select document from grid by ticking respective check-box.  Then select action to perform from dropdown list and click “OK” button.  You can also view versions of an uploaded document through the Version “View” button. Folder List select document to action View document versions Select action to perform on selected document Click „+‟ to view subfolders Click to view documents under this folder
  12. 12. PACT Meeting The following E-mail notification will be auto-triggered to all chosen user(s) informing them of the archive. The following E-mail notification will be auto-triggered to all chosen user(s) informing them of the delete. Dear User, [User Name] has archived [Document Title] in MBPCloud Document Repository System. Sincerely, MBPCloud DRS System Dear User, [User Name] has removed [Document Title] in MBPCloud Document Repository System. Sincerely, MBPCloud DRS System
  13. 13. PACT Meeting Minutes Securely store all your meeting minutes online in an organised folder structure with controlled user access. - same process as explained in „Agendas‟ Meeting Request Lodge your meeting request through “PACT Meeting Request” online form. Once submitted, the request is sent to the Invitee(s) via email for approval. Then the meeting request information will be updated in the “Meeting List”. Meeting List
  14. 14. PACT Meeting Meeting List View all your meeting requests. Tasks Assign tasks to your staff through “Task Allocation Add New” online form.  allocate a task to multiple staffs,  set one-to-many reviewer(s) for each task,  copy task details to non-reviewers (others),  set reminders & recurrence patterns. Create copy of meeting details Edit meeting details View meeting details
  15. 15. Assign task to Select reviewer(s) Copy task to Task Allocation Add New Form
  16. 16. PACT Meeting Once the task has been submitted, an automated E-mail will be triggered to all recipients notifying them on the new task. Task details will be added in the “Task Action List”.
  17. 17. THANK YOU! For further information please contact us: Telephone : 1300 276 266 Email : support@mbpcloud.com

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