Print the V/TO™
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:
- Click Meetings in the top menu bar.
- Click on the Gear icon (Manage) button to the right of your meeting.
- Select Quarterly Printout from the menu on the left-hand side.
- Use the checkboxes to add and remove items from the printout.
- Click Save.
- You should now see your PDF backup and can choose to save it as a PDF or print it.
Note: If you receive an error, try generating the printout again, but this time uncheck the Accountability Chart and People Analyzer (if available) checkboxes.