Creating the Public Comments Template - Agenda - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Agenda
Platform
OnBase
Product
Agenda
Release
Foundation 22.1
License
Standard
Essential
Premier

To create a public comments template:

  1. Access the Forms Designer. See Accessing the Designer for more information.
  2. Click Create from the Designer tab. The Create Form Template dialog is displayed.
  3. Select Document from the Form Target drop-down list.
  4. Select a document type group from the Filter by Document Type Group drop-down list to narrow the document types available for selection.
  5. Select the document type that was specifically created for commenting (see Configuring Document Types for Agenda Forms for more information) from the Document Type field.
  6. Enter a name for the template in the Template Name field. This field is limited to 60 characters. A value for this field is required.
  7. Select a color scheme for the form template from the Theme drop-down list.
  8. If keywords are available for the template, select the Add Keywords check box.
  9. Click OK. The form you created is displayed. The form is empty unless the Add Keywords check box is selected.