Generate Agenda Item Packets - 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 Packets to generate agenda item packets for the meeting.

Note:

The Generate Agenda Item Packets icon is inactive when in the Minute view. See Viewing Meetings in Agenda or Minutes View for more information.

The Generate Agenda Item Packets window displays.

  1. In Agenda Item Packet Options, select one of the following:

    • Include existing\generate missing Agenda Item Packets- Select to generate agenda item packets for any agenda items that do not already have agenda item packets.

    • Regenerate all Agenda Item Packets- Select to regenerate all agenda item packets.

  2. From the Agenda Item Packet Template drop-down list, select the template that will be used to generate the agenda item packet.
  3. In Output File, from the OnBase Document Type drop-down list, 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.

  4. In Text Overlays, specify any text overlays that should be used in the generated document.
  5. Click Save to close the Generate Agenda Item Packets window and generate the packet.
    Note:

    You can remove generated item packets from an Agenda Item by right-clicking on the Agenda Item Packet and selecting Remove Packet from Agenda Item.