Go to Main Navigation Bar > Templates > Meeting Templates > Meeting Template's Options Menu > Duplicate

To duplicate a meeting template, first go to Meeting Template from the Main Navigation Bar, and select on the Meeting template you would like to duplicate. Click on the Options Menu of that meeting template and then click on the Duplicate. At this point, administrators can select whether to copy just the meeting profile, or to include the agenda structure as well.

By selecting the Include agenda structure option, the overall structure of the meeting is copied including categories, sub-items, and default text (resolutions, minutes, etc). If this option is not selected, then only the meeting profile will be copied, and the agenda structure for the new meeting type will be blank.

Elements of the meeting profile can be changed before or after the copy, by expanding each section and sub-sections of the form. At a minimum, a name must be given to the new meeting type.

Note: At a minimum, the following values typically need to be changed when copying a meeting type:

Agenda - Agenda Document Titles

Minutes - Minutes Document Titles

Related Articles:

1. Creating new eSCRIBE Meeting Types
2. Updating a Meeting Type
3. Deleting a Meeting Type
4. Adding Items to the Agenda Template