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How to import an agenda from a PDF

Skip the typing. Drop in your agenda PDF and ClerkMinutes fills in your agenda items for you.

If you already have your agenda as a PDF, ClerkMinutes can read it and add your agenda items automatically. It's the fastest way to get started.

Import your agenda

  1. Drag your agenda PDF onto the page.

  2. ClerkMinutes creates the meeting and fills in the meeting details and agenda items.

  3. Open the meeting and check the Agenda tab. Edit, add, or reorder items as needed.

Tips for a clean import

  • Use a clean PDF without a watermark. Watermarks can get in the way of reading your agenda.

  • Use a PDF that contains real text. Scanned or image-only PDFs can't be read.

Having trouble?

If your agenda items didn't come through correctly, check for a watermark and try again with a clean copy. If your PDF is a scan, add your agenda items by hand in the Agenda tab instead. Still stuck? Email [email protected] with the meeting name and we'll take a look.

Prefer to ask in person? Pop in during Office Hours every Thursday to ask questions, troubleshoot, or learn something new. Anyone can come, whether you're a customer or still on your free trial.

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