To edit an agenda document template:
- Select an agenda document template from the Agenda Document Templates pane.
- The agenda document template's settings are displayed in the Agenda Document Template pane.
- Edit settings in the Name and Type fields, and in the Output File section as necessary.
-
To modify the existing Template Source, do one of the following:
-
Click Import to import a local file into OnBase to be used as the template source.
-
If document templates already exist in the system, select it from the Select from existing template drop-down list.
-
Click Find to select a document that already exists in OnBase.
Note the following:
-
If the template was created without an OnBase document assigned to it, the template Type and document Path is displayed. The Document field displays as None, indicating that an OnBase document was not assigned to this template.
-
If the template was created with an OnBase document assigned to it, the Document field displays the document name as listed in OnBase, along with the template Type. You can click the View icon to view the document in the document Viewer.
-
-
- Click Save.
For more information on Agenda Document Template settings, see Creating a Meeting Document Template.