Customising the Trustee Minutes report

Hi all,

Trustee minutes reports can have the following parts customised:

  • Report Date
  • Apologies (absent individuals)
  • Chairperson
  • Paragraphs used in report

We’ve included detailed instructions on how to change these items as well as how to customise the trustee minutes report when creating a custom report.

See the below article for more details:

https://360help.com.au/display/SF360SC/How+to+customise+the+Trustee+Minutes

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I would like to know if there is a way to customise the Trustee Minute/Resolution so that when the general report settings say no to date documents it would print out as below: (currently it does not show anything after the trustees signature field)

CLOSURE: Signed as a true record –


Trustee


Trustee

Date:

I am also having challenges with customising this report but this link does not work
https://360help.com.au/display/SF360SC/How+to+customise+the+Trustee+Minutes

Hi @StephenE,

Apologies for the old link, you can find our updated article for customising the trustee minutes here:

Trustee Minute Resolution Preparation