To create a meeting packet template:
- On the Administration tab, from the Packet Configuration section, select Meeting Packet Templates. The Meeting Packet Template l ayout is displayed.
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On the Administration tab, click New. The New Packet Template dialog box is displayed:
- In Name, type a name for the packet template.
- From the Packet Type drop-down list, select whether this is to be an Agenda Packet or a Minutes Packet.
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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.
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:If the OnBase Document Type option is selected, File Type is a required field.
Open document after complete
Select to open the packet after generation.
Save to File
To save the packet to an external location, select this check box and specify a location to save the file. You can also click ... to browse to a location.
Open file after complete
Select to open the packet after generation.
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In Packet Options, from the Labeling Scheme drop-down list, select one of the following to determine how the packet bookmarks will be labeled:
Labeling Scheme
Description
Agenda Item Title
The packet bookmarks are labeled using the Agenda Item Title.
Agenda Item Number
The packet bookmarks are labeled using item numbers. For example, 1, 2, 3, etc.
Agenda Item Number And Title
The packet bookmarks are labeled using numbers and the Agenda Item Title.
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Select either of the following check boxes:
Packet Options
Description
Exclude Closed-session Sections
Select to exclude closed-session agenda sections from the packet. If this option is selected, the Exclude Closed-Session Agenda Items is automatically selected.
Exclude Closed-session Agenda Items
Select to exclude closed-session agenda items from the packet.
Include Confidential
Select to include confidential files in a meeting packet. If they are not to be included in the packet, leave the check box unchecked.
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Click Save.
Note:
The Save button is only enabled once a value has been entered for all available options.
- The packet template you created is displayed in the Meeting Packet Template pane.
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After creating a packet template, you can assign text overlays to the template in the Packet Template pane:
When a packet is generated, users can select one or more text overlays to be included in the packet.
- 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.
Note:
Confidential supporting materials are NOT excluded from the meeting packets.