Print the V/TO™


Important:

Before making changes to the V/TO, we recommend making a backup copy first, as all changes made overwrite the previous version. Use the Quarterly Printout™ to create a PDF copy of the V/TO. Here are the steps:

  1. Click Meetings in the top menu bar.
  2. Click on the Gear icon (Manage) button to the right of your meeting.
  3. Select Quarterly Printout from the menu on the left-hand side.
  4. Use the checkboxes to add and remove items from the printout. 
  5. Click Save.
  6. You should now see your PDF backup and can choose to save it as a PDF or print it. 

NoteIf you receive an error, try generating the printout again, but this time uncheck the Accountability Chart and People Analyzer (if available) checkboxes.

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