Help Center Meetings Guide Meeting Summary

Meeting Summary

Meetings in Omana’a are designed to streamline the process of scheduling, organizing, and conducting meetings, whether they are in-person or virtual from setting agendas to recording minutes.
  • To access the meeting summary,
    • From the meeting page, clicking on “See summary” button
  • Within the meeting summary page, you can process:
    1. In the far top right corner, click on “Add conclusion” to add the summary conclusion
  1. In the far top right corner, click on “Edit summary” button to actively edit the meeting minutes, you can do the following:
    1. Edit the meeting minutes, by clicking on them to edit, comment, and format:
  1. Once you finished, click on “Save” to save any editing.
  2. Otherwise, click on “Reject” to discard chnages and exit the editor mode
  1. In the far top right corner, click on “Invite to acceptance” to send a meeting summary for approval
    • Set time for reviewing “Optional”
    • Choose the reviewers persons
    • Send the approval invitations
  1. The reviewers can access the meeting summary page, In the far top right corner:
    • Click on “edit summary“, to edit or comment on any minutes sections
    • Click on either “Approve” Or “Reject
  1. Once the meeting summary is approved, In the far top right corner, click on “Send to signature” to ask participants to sign the summary
    1. Choose the signers persons
    2. Send the signing invitation
  1. The signers can access the meeting summary page, In the far top right corner
    • Click on “Download summary” to download summary locally and sign it
    • Then click on the “Sign” button to upload either the signed downloaded summary or the signature file
  1. Once the meeting summary is approved and signed by all the selected persons
    • In the far top right corner, click on the “Download summary” to download the final meeting summary

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