Packet Export - 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 Packet Export to generate an agenda document and export it and all the agenda item packet files to a location outside of OnBase.

The Packet Export Options window displays.

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

    • None- No agenda document will be generated.

    • Template- Select to use a pre-existing template to generate a document.

    • Existing Document- An existing document that is associated with a meeting will be used.

    • Select the Convert Agenda Document To PDF file format check box to convert the agenda document to a PDF.

  2. In Export to Folder, specify the location where the packet will be saved.
  3. Click Save to close the Packet Export Options window and generate the packet.