Creating new eScribe Meeting Templates

Geeta Nagpal
Geeta Nagpal

Go to Main Navigation Bar > Templates > Meeting Templates > New Template > Create Template

Please Note: It is always recommended to Duplicate a Meeting Type as the existing meeting types already have all of the meeting type settings configured, for example, the look and feel of the Agenda and Minutes packages. Creating a new meeting type is a blank slate which must be configured.

 

To create a new meeting type, select the New Template drop-down and select Create Template.

Complete the fly out shown below to add the new meeting template. At this stage, only the name is required, however other options of the meeting template can also be completed.

Note: Meetings with longer names will result in a longer URL (https://) for the meeting site, to avoid potential issues in the future, provide a shortened meeting name, or acronym in the Display Code field. The text in the Display Code will replace the Meeting Type name in the URL only for meeting sites.

Each of the sections shown below can be seen by scrolling down the fly out. You can see sections separated by different settings types: Meeting Settings, Packaging Settings and Publishing Settings

 

 

Each type of settings has further configuration options under Configure Meeting Settings (under Meeting Settings), Configure Agenda Package (under Package Settings) and Configure Minutes Package (under Package Settings). 

 

Ensure you click Save Changes, whenever you have selected an settings option or have made any modifications to the Meeting template. 

 

Related Articles:

  1. Updating a Meeting Template
  2. Copying a Meeting Template
  3. Deleting a Meeting Template
  4. Meeting Site Creation and Administration
  5. Updating a Meeting Template (styles & format)

 

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