Generating a Minutes Document - Agenda - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Agenda
Platform
OnBase
Product
Agenda
Release
Foundation 22.1
License
Standard
Essential
Premier
  1. From an open meeting, click the drop-down portion of the Generate Document button.
  2. Select Minutes.

    The Minutes Document Options dialog box displays:

  3. From the Name drop-down list, select the name template that will be used to generate the minutes document.
  4. Specify the following Output File options:

    Output File

    Description

    OnBase Document Type

    To save the minutes document to OnBase, select this option and specify the OnBase Document Type where the generated document should be stored.

    File Type

    Select a file type.

    Open document after complete

    Select this option to open the minutes document after generation.

    Save to File

    To save the minutes document 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 minuted document after generation.
  5. In the Template Source section, note the following:

    • If the template was created without an OnBase document assigned to it, the template Type and document Path is displayed. The Document field displays as None, indicating that an OnBase document was not assigned to this template.

    • If the template was created with an OnBase document assigned to it, the Document field displays the document name as listed in OnBase, along with the template Type. You can click the View icon to view the document in the document Viewer.

  6. Click Save.