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 and 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