To create an agenda outline template:
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On the Administration tab, from the Meeting Type section, click Agenda Outline Template. The Agenda Outline Template layout displays:
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On the Administration tab, click New. The New Agenda Outline Template window displays:
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To add a new agenda outline section to the agenda outline template, in the Outline tab, right-click the left pane, and then select New Section. The new agenda outline section displays:
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The following options are available when right-clicking an agenda outline section:
Option
Description
Edit
Select, or press F2, to edit the selected agenda outline section.
Delete
Select, or press the Delete key, to delete the selected agenda outline section.
New Sub Section
Select to create a new agenda outline sub-section in the selected agenda outline section.
New Section Text
Select section text that corresponds to the selected agenda outline section. This text is displayed in the right-pane of the New Agenda Outline Template dialog box:
The following right-click options are available when clicking this text:
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Edit- Select, or press F2, to edit the selected agenda outline section text. You can also double-click this text to edit.
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Delete- Select, or press the Delete key, to delete the selected agenda outline section text.
Hide Section if Empty
Select to turn on the toggle to hide the section if it is empty. A check mark is placed next to this option once it is activated. Select this option again to turn off the toggle and display the item whether it is empty or not.
When a Minutes, Agenda or Summary documents is compiled, the sections marked to hide are not displayed if the section does not contain an agenda item.
When using auto-outline numbering, empty sections are not numbered.
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If necessary, reorder agenda sections by selecting a section and moving it to the appropriate location.
You can also establish a parent-child relationship between agenda sections.
For example:
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If you want to set up automatic outline numbering for the template, select the Numbering tab. From here you can set up different levels of outline numbering for the agenda items.
Note:
In order to use the Numbering feature, you must first enable the Use Auto Outline Numbering for the meeting type. See Configuring Meeting Types for more information.
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Click the Add new numbering format level icon from the bottom of the screen.
Fields display allowing you to add outline numbering levels.
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Remove formatting using one of two options:
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Select the Remove icon next to a specific format. This removes that format only.
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Select the Remove icon from the bottom of the screen. This removes all formats you have configured for the entire outline.
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