General structure

At the beginning of each activity, you find the start page for recording the base data relevant for the meeting and the participants involved. Each activity ends with the "Complete" step for confirming that the activity is complete and can no longer be edited. Between the first page and the "Complete" page, you record the required data step by step. The application guides and supports you through the entire workflow. Incorrect input is avoided through checks of the mandatory fields and plausibility checks.

Before you close the activity, you can add any documents on the "Manage attachments" page.

The investment advice minutes generated after recording the activity are automatically saved in the document archive. If necessary, the archiving can be integrated into a document management system in cooperation with Infront as project work.