Creating Agenda Item Supporting Document Types - 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 agenda item supporting document types:

  1. On the Administration tab, from the Agenda Item section, click Supporting Document Types. The Supporting Document Types layout displays:
    Note:

    Document Composition is no longer available.

  2. On the Administration tab, click New. The New Supporting Document Type dialog box displays:
  3. In the Name field, type a name for the agenda item supporting document type.
  4. From the Document Type drop-down list, select the OnBase Document Type that will be used to store the agenda item supporting document type.
  5. To create a supporting document for this item, select Create a supporting document for this item.
  6. Do one of the following to select a supporting document:

    • Click Import to select a template source. You will be asked to pick a local document, and then import the document into OnBase.

    • If you have previously uploaded a local document template, a drop-down list is displayed, allowing you to select an existing document template.

  7. Select one of the following:

    Template Source

    Description

    Tag Template

    Select to use a pre-existing tag template to create the generated document. For more information on creating a Tag Template, see Agenda Tag Templates.

    Note:

    To have access to the most functionality available in Agenda, it is recommended that you use the Tag Template.

    Style Sheet

    Select to use a pre-existing .xslt style sheet to create the generated document. Select the drop-down list to select the file type of the supporting 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. The agenda item supporting document type is added to the Supporting Document Types pane.