- From an open meeting, click the drop-down portion of the Generate Document button.
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Select Packet.
The Packet Generation Options dialog box displays:
- From the Meeting Packet Template drop-down list, select the template that will be used to generate the meeting packet.
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Specify the following Output File options:
Output File
Description
OnBase Document Type
To save the meeting packet to OnBase, select this option and specify the OnBase Document Type where the generated packet should be stored.
Open document after complete
Select this option to open the meeting packet after generation.
Save to File
To save the meeting packet to an external location, select this option and specify a location to save the file. You can also click the ... button to browse to a location.
Open file after complete
Select this option to open the meeting packet after generation.
Include Bookmarks
Select this option to include bookmarks when generating the meeting packet. You can view bookmarks in Microsoft ® Word. To view the bookmarks in the document, open the Options menu in Word, select the Advanced tab and then select the Show Bookmarks option in the Show Document Content section. Bookmarks display with [] around them.
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Select one of the following Meeting Document options:
Agenda Document
Description
None
Select this option if you do not want to include an agenda or minutes document with your meeting packet.
Generate From Template
Select this option if an agenda or minutes document should be generated and included with your meeting packet. The agenda or minutes document will be created based on the specified Agenda or Minutes Template.
Select Existing Meeting Document
Select this option if an existing agenda, minutes, or supporting document should be included with your meeting packet. The selected agenda, minutes, or supporting document will be included when your meeting packet is generated.
- If necessary, select a text overlay from the list of Available Text Overlays and move it to the Assigned Text Overlays field.
- Click Save.
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Select Packet.
The Packet Generation Options dialog box displays: