thewealthworks Customer Support Portal

This video tutorial will show you how to generate minutes and agendas within WealthWorks+.

In the event you need to edit the schemas, please see here.

Tutorial Transcript

To produce a set of minutes or an agenda, go to the relevant entity and select the registers tab, then one of the meetings registers. Create the meeting or find the relevant meeting from the list, then click on the Actions button to access the document options.

(00:33) Select Generate Agenda. Create the proposed events to be included in the agenda (currently these include Appointments, Cessations and Name Changes), then select the position it relates to. Enter the name of the individual or entity and then the date of the proposed change and click Add to save the event to the agenda list. As events are only proposed changes, they don't exist in the database yet so have to be created from scratch. If you need to amend an event, you will need to delete it by checking the delete box and clicking Delete Selected. Then re-enter the correct details as a new event. Once you have all the events listed, select the appropriate Schema (content) and Template (styling) for the agenda. If the 'Generate final version of the document' switch is on No, then only a draft version will be produced. Click Generate Agenda. The agenda will download for review and the events saved, but the document will not be saved to the system. If the 'Generate final version of the document' switch is on Yes, the agenda will download and the document will be saved to the Meeting Documents and the Document Store.

(01:50) If the Agenda (draft or final) needs to be updated, simply make the amendments in the Generate Agenda screen and generate the agenda again. If saving a new final version, the file will automatically overwrite any previously saved so there will only ever be one version saved to the entity.

(02:13) Select Generate Minutes. Select the items approved at the meeting from the list. The list is automatically created from qualifying events (appointments, cessations and entity name changes). If the event is not listed you will need to enter the details into the system first. Then select the appropriate Schema and Template for the minutes. If the 'Generate final version of the document' switch is on No, then only a draft version will be produced. Click Generate Minutes. The minutes will download for review and the selected events saved, but the document will not be saved to the system. If the 'Generate final version of the document' switch is on Yes, the minutes will download and the document will be saved to the Meeting Documents and the Document Store.

(03:04) If the Minutes need to be updated simply make the amendments in the Generate Minutes screen and generate the minutes again. If saving a new final version, the file will automatically overwrite any previously saved so there will only ever be one version saved to the entity.

(03:22) Once an event is included on a final version of minutes it won't be available for inclusion at a later date, to ensure that an event only appears in one set of minutes. You can move an event by amending the previous set of minutes, by deselecting the event and re-generating the final version of the minutes. This will then make the event available for a future set of minutes.