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How to generate a Briefing Note?

  1. Go to Agenda > My Agenda.
  2. Select your meeting by clicking on it (a single Activity or your Multi-event):Click on the meeting, whether a single activity or multi-event, in My Agenda to open the meeting details
  3. A popup window appears. In the top-right corner of this window, click on the button Download Report and in its submenu, select Download Briefing Note:IRM - How to run a Briefing Note - 2
  4. The Generate Report window is shown. Select the relevant options to customize your Briefing Note (Last Meetings, Data Source, Holdings Data Type and Display Group Holdings). Then click on Generate Report.Customize your Briefing Note options, such as Last Meetings, Data Source, Holdings Data Type, and Display Group Holdings, then click “Generate Report”
  5. A preview of the Briefing Note is now displayed. Click on the Download icon in the top-right corner to download the PDF file.Preview the Briefing Note on-screen and click the download icon in the top-right corner to save it as a PDF
  6. A PDF file is now downloaded to your computer. Click on it to open the file :
    Click the downloaded Briefing Note PDF file on your computer to open it