To create a meeting type:
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On the Administration tab, from the Meeting Type section, click Types. The Meeting Types layout displays:
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On the Administration tab, click New. The New Meeting Type dialog box displays:
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Configure the following:
Field
Description
Name
Type a name for the meeting type.
Public Display Name
Type a “friendly” name for the meeting type. This name is displayed in OnBase Agenda Online (see Accessing the Agenda Online Portal for more information). This field is limited to 100 characters and is not required.
Meeting Body
Select a meeting body from the drop-down list.
Media Type
Select the media type you want from the drop-down list. If you intend to archive media files, you must select an option from the drop-down list.
Agenda Outline Template
Select an agenda template from the drop-down list with which to associate the meeting type. Associating a meeting type with an agenda outline template is optional.
For more information on agenda, see Configuring Agenda Outline.
Use Auto Outline Numbering
Select this check box to automatically provide outline numbers on the agenda. When you open a meeting in Agenda, the Auto Outline Numbering option is enabled.