A Section Design works as a template that controls the visual formatting and structure of sections within agendas and minutes. Section Designs determine how sections should look (such as title case and bold formatting) and work in conjunction with "Sections" which tell the system what words should be in each section. The Section Design is essentially the aesthetic formatting populated with merge tags and hard-coded content.
Section Designs are used to create section templates, which are specific, named sections like "Call to Order," "Roll Call," or "Consent Agenda" that are built using the Section Design. These templates can then be selected as Default Sections for meeting types.
This article will show how to add, edit, reorder, and delete Section Designs, and how to assign an Section Design to a Meeting Type.
Important Notes
To manage Section Designs, users must have the “Has Access to Meetings Site Settings” permission in their User Profile.
Changes to Section Sesigns apply the next time an item is created.
Item Designs are built into Section Designs. If you create a new Section Design, before you indicate what the design should look like, you will need to let the system know what Item Designs are used for the section.
Add a New Section Design
Sign in to the system if you have not already
Navigate to the User Menu, then select the Settings option:
Click the Meetings tile:
Click the Section Design tile:
Click the New Section Design button:
Fill in the New Section Template fields:
Name (required): Enter a name for the section design
Level 2 Item Default Layout (required): Select the layout template you wish to use for level 2 items that may appear in this section
Level 3 Item Default Layout: Select the layout template you wish to use for level 3 items that may appear in this section
Level 4 Item Default Layout: Select the layout template you wish to use for level 4 items that may appear in this section
Level 5 Item Default Layout: Select the layout template you wish to use for level 5 items that may appear in this section
Level 6 Item Default Layout: Select the layout template you wish to use for level 6 items that may appear in this section
Minutes Section Default Layout: Leave this field blank
Content: Leave this field blank
Note:
The “Minutes Section Default Layout” and “Content” fields are legacy features that no longer function in the current version of Agenda and Meeting Management Select. These fields remain visible in the interface, but they don't actually do anything when configured.
Click Create Section Template to save the new section design and return to the Section Designs page, or click Create and Add New to save the new section design and immediately begin creating a new one:
The new section design has been added
Edit a Section Design
Sign in to the system if you have not already
Navigate to the User Menu, then select the Settings option:
Click the Meetings tile:
Click the Section Design tile:
Click the Edit button (purple pencil icon) to the right of the section design you wish to update:
Edit the information fields as desired:
Name (required): Edit the name of the section design, if desired
Level 2 Item Default Layout (required): Select or update the layout template you wish to use for level 2 items that may appear in this section, if desired
Level 3 Item Default Layout: Select or update the layout template you wish to use for level 3 items that may appear in this section, if desired
Level 4 Item Default Layout: Select or update the layout template you wish to use for level 4 items that may appear in this section, if desired
Level 5 Item Default Layout: Select or update the layout template you wish to use for level 5 items that may appear in this section, if desired
Level 6 Item Default Layout: Select or update the layout template you wish to use for level 6 items that may appear in this section, if desired
Minutes Section Default Layout: Leave this field blank
Content: Leave this field blank
Note:
The “Minutes Section Default Layout” and “Content” fields are legacy features that no longer function in the current version of Agenda and Meeting Management Select. These fields remain visible in the interface, but they don't actually do anything when configured.
Click the Save Changes button:
The Section Design has been updated
Reorder Section Designs
Sign in to the system if you have not already
Navigate to the User Menu, then select the Settings option:
Click the Meetings tile:
Click the Section Design tile:
Click the Edit Order button:
Click and hold the grid icon to the left of the desired section designs, and drag and drop the designs into the preferred order:
Click the Save Changes button:
The section designs have been reordered
Delete a Section Design
Sign in to the system if you have not already
Navigate to the User Menu, then select the Settings option
Click the Meetings tile
Click the Section Design tile
Click the Delete button (red trash can icon) to the right of the section design you wish to delete:
Click the Delete Section Design button:
The section design has been deleted
Update the Section Design Used by a Meeting Type
Each Meeting Type can have a distinct Section Design for its agenda and documents. This section will show you how to configure the Section Design used by a Meeting Type. New Meeting Type configurations will only apply to newly created documents.
Sign in to the system if you have not already
Navigate to the User Menu and select Settings:
Click the Meetings tile:
Click the Meeting Types tile:
Click the Edit button (purple pencil icon) next to the Meeting Type you wish to update:
Navigate to the View menu and ensure the Default Settings option is selected to update the Meeting Type's Default Agenda Word design, if desired:
Navigate to the Default Templates & Content section:
Click the Default Agenda Item Design field and select the item design that you wish to apply to all meetings for this Meeting Type:
Click Save Changes to save your changes and remain on the Default Settings page, or click Save and Exit to save your changes and return to the Meeting Types page:
The default agenda Section Design has been updated