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Through eScribe’s Meeting Template screens, Administrators can easily create, modify, copy and deactivate Meeting Templates. These screens can be accessed by selecting Meeting Templates from the menu bar, as shown below. 

Administrators can add an unlimited number of Meeting Templates to their eScribe site by copying an existing meeting template that captures many of the same properties and can be managed by Administrators as a self serve feature.

Meeting Templates are broken down into 2  major components: A meeting profile (Part A in the photo below)  and an agenda template (Part B in the photo below)

The Meeting profile (Part A) dictates procedural rules for the meeting (i.e. rules for resolutions and voting, quorum, participant site options), as well as formatting look and feel for the agenda and minute documents.  Examples of changes to the meeting template may include, but not limited to, any of the following:

• Changing the size/ font of text
• Adding a new logo
• Updating Voting options

Note: Any changes made to the meeting template will apply in real time to existing meetings only.

The Agenda Structure (Part B) serves as a basic template for the layout of the meeting’s standing items and categories, and allows administrators to pre-populate the items with default information that will create a starting point for that meeting. Any changes to the items in the agenda structure will only apply to a new meeting being created. Existing meetings created will not have the changes applied.

• Titles
• Descriptions
• Minutes
• Resolutions

Note:  Newly added agenda items will appear on brand new meetings only. Existing meetings will not capture the new agenda item (s).

Related Articles:

1. Creating new eScribe Meeting Templates
2. Updating a Meeting Template
3. Copying a Meeting Template
4. Deleting a Meeting Template
5. Working with the Agenda Template
6. Updating a Meeting Profile (styles & format)