Add New Motion Types - Minutes - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Minutes

Platform
OnBase
Product
Minutes
Release
Foundation 23.1
License
Standard
Essential
Premier

To add new motion types:

  1. Click Add New. The fields on the Motions tab are activated.
  2. Type a name for the new motion in the Name field.
  3. Select the check boxes next to the meeting types for which this motion will be made available in the Meeting Types section.
  4. Do one (or all) of the following to add a motion tag:
    • In the text box, type the text you want displayed as the default text for the motion.

    • Click the Insert a tag button to select a tag to use as the default text for the motion. You can choose from a pre-configured list of motion tags and agenda field tags that were added in Agenda.

      Do the following to insert a tag:

      • Select a variable from the left pane to view the available tags. The number in ( ) indicates the number of tags available for the variable.

      • Double-click the tag you want from the right pane to add it to the Text box.

      • Click Update to close the Motion Tags Configuration window.

    • Type text into the text box, and then insert a tag to use both text and tags together.

  5. Click Apply. The new motion is highlighted in green in the motion types list indicating that this is a new motion. The highlighting is removed once the motion is saved.
  6. Click OK to close the Options dialog box and add the new motion type to the Motions list in the meeting screen.