Assign Document Templates - Agenda - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Agenda

Platform
OnBase
Product
Agenda
Release
Foundation 22.1
License
Standard
Premier
Essential

To assign a document template to a meeting:

  1. Select the Document Templates tab.
  2. On the Document Templates tab, select a document template, or multiple document templates using the Ctrl or Shift keys, from the Available Document Templates list and click the following button:

    To add all document templates, click the following button:

    The selected document templates are added to the Assigned Document Templates list.

  3. Remove document templates from the Assigned Document Templates list by selecting the document you want to remove, and then click the following button:

    To remove all document templates, click the following button: