Editing Agenda Item Supporting Document Types - Agenda - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Agenda/English/Foundation-22.1/Agenda/Configuration/Configuring-Agenda-Items/Configuring-Agenda-Item-Supporting-Document-Types/Editing-Agenda-Item-Supporting-Document-Types - 2022-08-18

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

Because Document Composition is no longer available, any templates created using Document Composition cannot be edited. You must select a new template type instead.

To edit an agenda item supporting document type from the Supporting Document Types layout:

  1. In the Supporting Document Types pane, select an existing agenda item supporting document type.
  2. In the Supporting Document Type pane, edit the agenda item supporting document type according to the instructions in Creating Agenda Item Supporting Document Types.
  3. 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.

  4. On the Administration tab, click Save to save changes.