Creating a Meeting Document Template - Agenda - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Agenda/English/Foundation-22.1/Agenda/Configuration/Configuring-Agenda-Document-Templates/Creating-a-Meeting-Document-Template - 2022-08-18

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

To create an agenda document, minutes document or summary document template:

  1. On the Administration tab, from the Document section, select Meeting Document. The Agenda Document Template layout is displayed.
  2. On the Administration tab, click New. The Agenda Document Template dialog box is displayed.
  3. In the Name field, enter a name for the agenda document template.
  4. In the Type field, select Minutes Document to create a Minutes template, Agenda Document to create an Agenda Document template or Summary Document to create and Agenda Summary template.
  5. In the Output File section specify the following:

    Output File

    Description

    OnBase Document Type

    To save the packet to OnBase, select this check box and select the OnBase Document Type where the generated packet should be stored.

    File Type

    Select the file format.

    Note:

    If only one file type is displayed in the File Type field, you must double-click the option to enable it.

    When using a Microsoft Word file format, it is considered a best practice to ensure the file format is using the extension .docx. When using a Microsoft Word file format with a different extension (e.g., .doc), unexpected behavior may occur when attempting to open the document in certain environments. Only the Microsoft Word file format (open XML format) is supported.

    Note:

    If the OnBase Document Type option is selected, File Type is a required field.

    Open document after complete

    Select to open the meeting packet after generation.

    Save to File

    To save the packet to an external location, select this check box and specify a location to save the file. You can also click ... to browse to a location.

    Open file after complete

    Select to open the meeting packet after generation.
  6. In the Template Source section, do one of the following to add a document:

    • Select Import to import a local document into OnBase.

    • If a document template already exists, a drop-down list is displayed, allowing you to select an existing document from another template.

      Note:

      If only one template is displayed when choosing from an existing template, you must double-click the template to add it as the template source.

    The document is listed in the Document field. Click the View icon to view the document in OnBase.

  7. Select one of the following to further classify the template source:

    • Tag Template. Select to use a pre-existing tag template to create the generated document. For access to the most functionality available in Agenda, it is recommended that you use the tag template.

      Note:

      Tags can be created in Microsoft Word using the tags provided in Agenda Tag Templates. To obtain default tags, contact your first line of support.

    • Style Sheet. Select to use a pre-existing .xslt style sheet to create the generated document.

    Note:

    Style sheets are primarily used by legacy customers that already have custom style sheets for Agenda and Minutes documents. They can also be used for creating custom meeting data output in XML, HTML, or Text formats. Style sheets are not available for Summary documents and they are not compatible with publishing to Agenda Online. For Agenda Online, the tag template is the recommended meeting document template source option.

  8. Click Save.