Document Templates can be removed completely or can be simply replaced with a new document. To begin working with Documents  follow these steps Navigation>Documents> Document Templates:

Making Edits in the Word Document 

To edit an existing Document Template, select Edit Template from the Options menu. In the flyout panel, select Open Document to launch the eScribe Document Editor.

Document Templates can be edited directly in the eScribe Document Editor which includes changes such as adding/removing approved Content Control boxes, formatting and spacing. Administrators will not need to download the word document to make edits. 

 

Replacing a Document Template

To replace an existing Document,  locate the Document Template currently loaded under Document Templates list. Click " Edit Template" from the options menu.

From the fly out, click "Replace File" to upload the new file in eScribe.  Existing Documents created using the initial file will not impacted in anyway and will still appear in the Draft or Approved List.

Removing Existing Template

To remove an existing Document Template, select Remove Attachment from the options menu. Remove Attachment only removes the document leaving the entry remaining in eScribe. Removing the attachment does not impact any existing Documents.

Deactivating a Template

Creating a Closed Session Document Template

Document Templates for a Closed Session Meeting will often look very similar to an open session template, however the content being displayed from the Closed Session Template will only appear in the Closed Session portion of the meeting. A standard title will appear in Open Session to be displayed in the meeting, however Closed Session content such as Title and Description will be only be visible in the closed meeting portion.

In the image below, Closed Session Documents require the addition of two content tags that extract text captured and display in the closed session only. 

In the image below of the completed report below, the two tagged areas for Closed will be extracted and displayed in closed. The remaining tags for fields such as Department and Sponsor, those will appear in open and closed meetings.

The image below displays closed content that will appear the Closed Session Agenda item. 

Content Control Available Tags - Closed Session Documents

The following tags in the table below are designed to extract text to be displayed in closed session.  Additionally,  help is available to administrators on how to add additional content control boxes using a Desktop version of Word: Document Manager - Data Extraction - Tagging the Document Template.