Click Publish to create a PDF version of the agenda document that displays in Agenda Online. In order to activate the Publish icon, you must do the following for each meeting type:
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Enable publishing. In the Agenda Administration tool, you must enable publishing before you can publish any documents (agenda, minute or summary). See Creating a Meeting Type on page 111 for more information.
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Set up publish mappings. In the Agenda Administration tool, you must map source OnBase document types to publish OnBase document types. See Creating a Meeting Type on page 111 for more information.
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Generate a meeting document. After the document is generated, select it from the Meeting Documents tab to activate the Publish icon. You can publish Agenda, Minutes, Summary, and Agenda Packet documents from both the Agenda view and the Minutes view.
Meeting documents that cannot be converted to a PDF file are not supported.
When you select the Publish icon, you can choose to publish with attachments or without attachments for an Agenda or Minutes document. Summary documents may only be published without attachments.
If a document publish fails, you can republish or unpublish the document to resolve the issue.
Once a document is published, it is added to the Agenda Online application, and it is stored in Unity Client (under the publish document type) so it can be fully text cataloged. Documents that have multiple versions available in Unity Client may also be viewed in HTML. The document type must have renditions enabled when it is stored in order to be made viewable in HTML (rendition permissions are set in the OnBase Configuration application), and it must be created from a tag template only (see Agenda Tag Templates for more information).
When the document displays in the Unity Client, you can click the Revisions option to view the document in either PDF form or HTML.
The HTML option is available only for tag templates. Doc Comp templates are not supported at this time.
If you republish an existing document to Agenda Online, it will overwrite the document currently listed.
Any supporting material document that cannot be converted into PDF (i.e., Audio files and other non-Office or non-simple text formats) receive a placeholder PDF file during publishing.