How-to
Meetings
Meetings are calls and rooms Capsure is tracking, including a notetaker when the firm uses one.
Where it is
Section titled “Where it is”Sidebar, Workspace, then Meetings.
What you do
Section titled “What you do”Open a meeting for the time, the people, and any notes or transcript the firm captured. A meeting is not a board pack. Board cadence for a holding is under Portfolio, Board.
Scheduling settings for external booking sit in Administration, not on this list.