Copy Agenda Item From - Agenda - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Agenda/English/Foundation-22.1/Agenda/Usage/Working-With-Meetings/Modifying-Meetings/Modifying-Agenda-Items/Copy-Agenda-Item-From - 2022-08-18

Agenda

Platform
OnBase
Product
Agenda
Release
Foundation 22.1
License
Premier
Standard
Essential

Click Copy Agenda Item From to copy an agenda item from a meeting to the selected agenda section.

Note:

This option is not enabled if you do not have Write access to meetings.

The Copy Agenda Item From window displays.

  1. From the From Meeting drop-down list, select the meeting from which to copy the agenda item. Meetings in this list display in chronological order.
  2. From the View drop-down list, select the view to copy the item from. Choices are Agenda and Minutes.
  3. From the Agenda Item drop-down list, select the agenda item. The agenda items available correspond to the view selected in step 2.
  4. If the agenda item contains supporting documents, these documents are displayed in the Supporting Documents list.
  5. Documents with the corresponding Include check box selected are included with the copied agenda item.
  6. Click Save to close the Copy Agenda Item From window.
  7. The agenda item displays in the Agenda Tree.