When generating an agenda document, minutes document or summary document, users can select a pre-configured template to use. Each document template is used for the following purposes:
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Agenda Document: lists the items in the agenda prior to the meeting.
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Minutes Document: lists the items in the agenda after a meeting has taken place, including the minutes and actions.
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Summary Document: lists the items in the agenda after a meeting has taken place, including roll call, motions and votes, but does not contain any minutes that were taken during the meeting.
Once a document template has been created, it must be assigned to the meeting. See Configuring Meeting Types for more information.