Generate Agenda Item Packet - 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

Click Generate Agenda Item Packet to generate a packet for the selected agenda item.

Note:

Agenda Item Packets are not available in the Minutes view. The Generate Agenda Item Packet icon is inactive when in the Minute view. See Viewing Meetings in Agenda or Minutes View below for more information.

The Agenda Item Packet Storage Options window displays.

  1. From the Agenda Item Packet Template drop-down list, select the template that will be used to generate the agenda item packet.
  2. In Output File, specify where you will be saving the generated document.

    To save the document to OnBase, select the OnBase Document Type drop-down arrow, and then select the OnBase Document Type where the generated document should be stored.

    Specify any of the following:

    • Closed-session Document Type- Select the OnBase Document Type where the generated closed-session document should be stored.

    • File Type- Select a file type.

  3. In Text Overlays, specify any text overlays that should be used in the generated document.
  4. Click Save to close the Agenda Item Packet Storage Options window and generate the packet.