Each Meeting Type can be configured with default templates, content designs, and meeting bodies to automatically populate agendas with pre-determined content. This article will show you where to update the default templates and content used by a Meeting Type.
Instructions
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 Meeting Types tile
Click the Edit button (purple pencil icon) next to the desired Meeting Type
Navigate to the Default Templates & Content section and update the information fields as desired
Default Approval Template (optional): Select the approval template that you would like to apply to all meetings of this meeting type
Note:
This is an optional selection that should only be used if you wish to use meeting-type-level approval routings.
Default Agenda Word Design: Select the agenda Word design that you wish to apply to all meetings of this meeting type
Default Agenda Section Design: Select the agenda section design that you wish to apply to all meetings of this meeting type
Default Agenda Item Design: Select the agenda item design that you wish to apply to all meetings of this meeting type
Default Official Body: Select the meeting body that you wish to use for all meetings of this meeting type
Click a Save option
Save Changes: Save your changes and continue configuring the current Meeting Type settings
Save and Exit: Save your changes and automatically navigate back to the Meeting Types page
The default templates and content for the selected meeting type have been updated