Adding Sections 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 a section to a meeting:

  1. Select either the meeting name (to place the section on the first level of the agenda), or an existing section in the agenda (to place the section underneath an existing agenda section), and then click the Section icon.
    Note:

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

    The New Section Caption dialog box is displayed.

  2. Type a number in the Item Number field. This is not required, but may help to organize your agenda and keep track of your sections. The character limit for this field is 30 characters.
  3. Type the description for the section in the text box. This should be a short description such as "Approval of Minutes," or "Adjournment." The character limit for this field is 255 characters.
  4. Click OK. Your section displays in the tree in the location you selected.
    Note:

    If you need to modify the section title, right-click the title, select Edit from the right-click menu, and then modify the title as needed. Click OK to save the change.