Unity Form Agenda Item - 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 create a Unity form agenda item:

  1. Select the agenda item form you want to add.
  2. Click OK. The agenda item Unity form is displayed.
    Note:

    The Meeting Type and Target Meeting fields are automatically populated with the values pertinent to the meeting to which the agenda item has been assigned. If you modify the meeting type, an error message is displayed and you cannot submit the item.

  3. Complete the fields on the form with information necessary for your agenda item.
    Note:

    The names of your fields may not be the same as reflected in this module reference guide.

  4. If the Attachments option is available on your form, you can attach documents to the item. The documents are then able to be viewed from OnBase Agenda.
  5. Click Submit. The agenda item is added to the meeting.
    Note:

    If you click Close before completing the form, a message is displayed asking if you want to submit the form before continuing.