Documents & Reports

Flowchart

flowchart TD
  A[Open Documents / Reports] --> B{What do you need?}
  B -->|Draft| C[Drafting Studio / AI Review]
  B -->|File| D[Documents library]
  B -->|Summary| E[Reports]
  C --> D
  D --> F[Optional sync to Docs]

Steps

1. 1 Use Drafting Studio or AI Review when you need notices, agendas, or other secretarial drafts.
2. 2 Open Documents to file approved minutes, forms, and supporting packs for the company.
3. 3 Tag files by meeting, form, or period so the team can find them later.
4. 4 Run Reports when you need status summaries across meetings, filings, or registers.
5. 5 Push shared statutory packs to Docs when other suite products need the same files.