Auto Outline Numbering - 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

The Auto Outline Numbering button automatically numbers your outline per a set of options set up during meeting outline configuration. See the following configuration sections for more information:

The Auto Outline Numbering icon is always available on the toolbar, but it must be toggled to On in order to automatically number agenda sections and items.

Note:

This option works only in Agenda mode, and only if the meeting has not yet been run in OnBase Minutes.

To use the Auto Outline Numbering option:

  1. Open a meeting that has been configured to use auto numbering. Existing sections and items should be numbered per the configuration options.
  2. Click the Auto Outline Numbering icon to toggle it on.
  3. Either add new agenda items, or copy agenda items from other meetings. Note that items are not numbered immediately. Numbering does not take affect until the meeting is saved.
  4. Click Save Meeting when finished. The items you added are automatically numbered.
    Note:

    If the Auto Outline Numbering icon is toggled to off, the Save Meeting icon is not activated when new or copied items are added to the meeting tree, and new or copied items are not auto numbered.

When you either rearrange or delete agenda items, the item numbering automatically changes once the meeting is saved.