How to customize or define Notification Templates for Minutes of Meeting

Overview

TopTeam provides Notification Templates for inviting or sending agenda/minutes of a meeting to team members. You can also create your own Notification Templates or customize existing templates.

This article explains how to customize or define Notification Templates for sending agenda/minutes of a meeting.

Who should read this?

  • TopTeam Users

Step 1. Open a Minutes of meeting record from Repository Explorer

media_1520401217201-1.png

Step 2. Modify an existing Notification Template

media_1520401381514-1.png

Step 3. Select a Notification Template to edit it

media_1520401597752-1.png

Meeting Agenda: This template is used for inviting attendees.
Meeting Minutes: This template is used for sending minutes.

Step 4. Edit Notification Template window opens, modify selected Notification Template as desired

media_1520401695113-1.png

Step 4.1. Add or modify values in body of Notification Template

media_1520402377030-1.png

Step 4.2. Modify Notification Template Name

media_1520401966899-1.png

The modified Notification Template will now be used for inviting attendees.

Step 5. You can also define a new Notification Template

media_1520402790131-1.png

New Notification Template window opens, where you can define a Template as per your needs

media_1520402873961-1.png

Revised: May 9th, 2018