To create an agenda item packet template:
- On the Administration tab, from the Packet Configuration section, select Agenda Item Packet Templates. The Agenda Item Packet Template layout displays.
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On the Administration tab, click New. The New Agenda Item Packet Template dialog box displays:
- In Name, type a name for the packet template.
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In Output File, specify the following:
Output File
Description
OnBase Document Type
To save the packet to OnBase, select this check box and select the OnBase Document Type where the generated packet should be stored.
Note:This is a required field.
Closed-session Document Type
Select the OnBase Document Type where the generated closed-session document should be stored.
Note:This is a required field.
File Type
Select the file format.
Note:When using a Microsoft Word file format, it is considered a best practice to ensure the file format is using the extension .docx. When using a Microsoft Word file format with a different extension (e.g., .doc), unexpected behavior may occur when attempting to open the document in certain environments.
Note:This is a required field.
Open document after complete
Select to open the packet after generation.
- To assign text overlays to the template, select one or more text overlays from the Available Text Overlays list and add them to the Assigned Text Overlays list.
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Click Save. The packet template you created is displayed in the Agenda Item
Packet Template pane.
Note:
The Save button is only enabled once a value has been entered for all available options.