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Let’s prepare a meeting for project
PRJ-1042.

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We’ll save the time,

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add Emma Carter and James Morgan as
participants and attach the agenda.

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By the end, you’ll be able to find the
appointment

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and the materials you need to work with
these people.

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Open Week from the main menu to view the
calendar.

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You can also use Month, Day or List.

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Go to the meeting date and choose the plus
sign to create an event.

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For this example, we’ll use the twelfth of
November,

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from ten o’clock to ten forty-five.

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Turn off All day and check Start and End.

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Enter PRJ-1042 review as the Title.

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In Description, record the aim: review the
scope,

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confirm the materials and agree the next
step.

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Set Location to Project room.

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Save the event before adding its files.

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Open the event again from the calendar.

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Under Participants, choose New
participant, the person with a plus sign.

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The contacts table opens.

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Search for Emma and double-click her row
to add her. Repeat the process for James,

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then save the event record.

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Reopen it if you want to check both names.

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In the saved event record, choose Attach
files, the folder with an arrow.

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This opens document management for this
event.

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Choose New document, then Browse to select
the example agenda.

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Check the date, enter a description and
save.

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The file is now available with this
meeting.

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Check the file name and description in the
table.

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The television icon opens the viewer for
the document’s format;

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select the name to download a copy.

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This space contains the event’s files.

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Documents you saved with Emma remain in
the document management space

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for her contact.

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For an online meeting, choose Google Meet,

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Microsoft Teams or Zoom in the event
record.

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Enter the access details for a meeting
you’ve already prepared with that provider

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and check them before use.

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Create the video call and send invitations
through the relevant service.

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Adding contact participants here records
who is taking part.

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Return to the calendar and open the
meeting to check the time, location,

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participants and documents.

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If the time changes, edit Start and End,
then save.

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To see a person’s meetings, select them in
Contacts and open Events,

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the calendar with a check mark.

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On a mobile, use the Contacts menu.

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Your meeting now has a time, purpose,
participants and agenda.

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Resources has the editable document and a
guide with the routes and icons.

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Adapt the example for your next
appointment

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and check the details before the meeting.

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Afterwards, you can record the outcome in
the contact’s interaction history.