How to use templates

How to use templates

Templates are a reusable meeting structure that can be used to set up a new Binder (meeting) with preselected users and a pre-made meeting structure.

When creating a new Binder, you may choose to copy some or all of the template structure, such as the Users, and whether or not to copy the documents in the template.

This can save you time when creating a new meeting as all you need to do is drag and drop the required documents to their respective places in the binder items list and click “Publish”. 

To use the “Templates” feature, log in to the Admin portal and select Template from the Binders menu item in the top nav bar, or select the Templates tab when viewing the Manage Binders page.

Click “Create Blank Template” or “Create from binder” if you wish to copy the structure of an existing Binder.

Fill out the Meeting name and click “Next” in the bottom right corner of the page.

Select the Users that you want to be a part of the template.

Create your binder items (meeting agenda) and optionally upload documents if you wish to copy those documents across to new meetings using this template.

Click “Save template” in the bottom right corner.

You can always edit templates and create copies of templates.

Now you can create a meeting using your new template. (See creating a binder)