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Meeting Minutes

Meeting minutes, minus the headache. Create, import, edit, and manage them all in Zeck.

Included in this article:

  1. The Minutes Book
  2. Create Meeting Minutes + Upload Meeting Minutes PDFs
  3. Edit Your Minutes
  4. Approve & Sign Your Minutes
  5. Linking Meeting Minutes into Your Zeck
  6. Manage Your Meeting Minutes

 

 

 

1. The Minutes Book

The Minutes Book is your central location for managing meeting minutes in Zeck, available directly from your platform’s homepage.

From here, you can:

  • Create new meeting minutes

  • Import meeting minutes in PDF format

  • Review previously created meeting minutes

  • Set and see approval and signature status

  • Export meeting minutes to PDF

  • Additionally, this is where you can access recorded votes.

💡 Worth Mentioning: Only Admins and Legal Admin user types will have access to this Minutes Book. To adjust these user types, click here to view more information.

 

 

2. Create Meeting Minutes + Upload Meeting Minutes PDFs

There are two ways to create new meeting minutes in Zeck. And then just because Barbara from Houston, Texas asked ... we included a PDF upload option.

Option A: ✨  Generate Minutes from a Published Zeck

You can generate meeting minutes directly from the published Zeck.

  1.  From your Minutes Book, click Create New Minutes.

  2. Select Generate From A Published Zeck.

  3. Select the published Zeck you want to use.

  4. Zeck will generate your meeting minutes using information from your meeting.

If you used Agenda and/or Vote blocks in your Zeck, information from those blocks will automatically be pulled into your meeting minutes.

The generated text is completely editable. You can:

  • Add or remove sections

  • Edit or rewrite any text

  • Add additional information

  • Rearrange or customize the content as needed

Just remember: Zeck's Meeting Minutes template is designed to give you a strong starting point, not a required format. Customize it as much or as little as you’d like.

Option B: 📋  Start from a Blank Template

You can also create meeting minutes using an unaltered blank template.

  1.  From your Minutes Book, click Create New Minutes.

  2. Select Start From Blank Template.


The blank template uses the same meeting minutes template provided when you generate minutes from a published Zeck. The difference is that the blank template does not include any meeting-specific information or automatically generated content.

The template provides a helpful standard structure for creating meeting minutes, but you can fully customize it using the Meeting Minutes editor.

Option C: 📥  Upload Meeting Minutes PDFs

If you already have meeting minutes saved as a PDF, you can import them directly into your Minutes Book.

  1. From the Minutes Book, click Upload Minutes PDF.

    1. The maximum file size is 25 MB.

  2. Under Give Your Meeting Minutes a Title, enter a title for the minutes, such as Q1 2026 Meeting Minutes.

  3. Under Set a Signed Status, select whether the minutes are Signed or Not Signed.

    1. Select Signed if the minutes have already been signed.

    2. Select Not Signed if they still need to be signed. Zeck will offer you the ability to sign the meeting minutes once imported.

  4. Click Save Minutes.

Your imported meeting minutes will then appear in your Minutes Book.

 

 

3. Edit Your Minutes

Once your Meeting Minutes have been created, you can review and edit the content as needed.

The Meeting Minutes editor gives you complete control over the content. You can:

  • Edit existing text

  • Add or remove sections

  • Update highlighted content

  • Use @mentions to tag users

  • Add bulleted lists

  • Use Resolution Templates

  • Customize the template to fit your organization’s needs

When you have finished editing, click the X in the upper left corner to close the Minutes Editor.

💡 Worth Mentioning: The Resolution Template allows you to insert template language for votes. This can also be done in the dropdown list found in each Vote block in the Zeck Editor.

 

 

4. Approve & Sign Your Minutes

Once your Meeting Minutes are complete, they can move through Zeck’s approval and signing workflow.

An account Admin can approve the minutes from the Minutes Book. Once approved, an account Admin or Legal Admin can digitally sign the minutes.

🔗  Learn more about approving and signing Meeting Minutes.

 

 

5. Linking Meeting Minutes into Your Zeck

You can link meeting minutes directly into your Zeck so viewers can easily access previous meeting minutes from your board materials.

  1. Highlight the text you want to use as the link to open the Formatting Menu.

  2. Click the ↗ Link option.

  3. Select Meeting Minutes from the available linking options.

  4. Select the meeting minutes you want to link.

The linked text will appear underlined and in your brand's designated link color. When viewing the published Zeck, viewers can click the link to open the linked meeting minutes, regardless of user type.

 

💡  Worth Mentioning: The Meeting Minutes linking option will appear once you have generated meeting minutes in Zeck.

🔗 Learn more about Dynamic Linking.

 

 

6. Manage Your Meeting Minutes

From the Minutes Book, you can manage your existing Meeting Minutes.

  • Rename Minutes

    • Update the title of your Meeting Minutes as needed.

  • Duplicate Minutes

    • Create a copy of existing Meeting Minutes when you need to reuse their structure or content.

  • Delete Minutes

    • Remove Meeting Minutes that are no longer needed.

  • Export Meeting Minutes to PDF

    • You can export your Meeting Minutes as a PDF when you need a downloadable or shareable copy.

💡  Worth Mentioning: The Duplicate and Export to PDF features will only work with meeting minutes generated within Zeck.

 

👋 Need more help? Reach the Zeck Customer Success Team directly at success@zeck.app.