Adding Items to a Meeting - 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 items to a meeting, select the section where you want to place the item, and then click the Item icon.

Note:

You can only add an item to section that has been set to current, and only if the meeting is in In Meeting mode

Depending on if you have Unity form agenda items or Legacy form agenda items assigned to the meeting, the following is displayed:

  • Unity forms only:

  • Unity and Legacy forms:

Note:

The Legacy form is being phased out and replaced with the Unity form. This dialog box is displayed only if you still have agenda items created from Legacy forms in your system.