Overview<\/h3>\n\nDocument Generate<\/i> and Notification Templates<\/i> help in facilitating a meeting invite, along with the meeting agenda and also sending minutes of a meeting to everyone who attended or missed the meeting, so that every team member has a reference point to go back to.<\/p>\n
This article explains how to use templates for inviting and sending minutes of a meeting.<\/p>\n<\/div><\/div>\n
\nWho should read this?<\/h3>\n\n\n- TopTeam Users<\/li>\n<\/ul>\n<\/div><\/div>\n\n
1. Inviting Attendees<\/h3>\n\nInviting attendees for a meeting can be done using Notification Templates<\/i>.<\/p>\n<\/div><\/div>\n\nStep 1. Open a Minutes of Meeting record from Repository Explorer<\/h3>\n\n![\"media_1520240695134-1.png\"](\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\")
\n<\/div>\n<\/p><\/div>\n\nStep 2. Invite Attendees by sending notification<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 3. Send Notification window opens<\/h3>\n\n\n<\/div>\n\nNotification will be sent to the attendees. Template has meeting details such as meeting start time, place, co-ordinator, agenda<\/i> for letting members know about the objective of the meeting, etc.<\/p>\n
This template is customizable, refer to article How to customize or define Notification Templates for Minutes of Meeting.<\/u><\/a><\/p>\n<\/div><\/div>\n\n2. Sending Minutes of Meeting<\/h3>\n\nSending minutes of a meeting can be done using both Document Generate and Notification Templates<\/i>.<\/p>\n<\/div><\/div>\n\n2.1. Using Notification Templates<\/h3>\n<\/p><\/div>\n\nStep 2.1.1. Select Notification action<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 2.1.2. Send Notification window opens<\/h3>\n\n\n<\/div>\n\nNotification will be sent to the selected members. Template has additional Minutes<\/i> section in the template.<\/p>\n
This template is customizable, refer to article How to customize or define Notification Templates for Minutes of Meeting.<\/u><\/a><\/p>\n<\/div><\/div>\n\nStep 2.2. Using Document Generate Templates<\/h3>\n<\/p><\/div>\n\nStep 2.2.1. Select Email action<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 2.2.2. Attachment will be added of minutes in your organization’s email service provider<\/h3>\n\n\n<\/div>\n\nNOTE<\/strong>: While sending minutes via email, the email body section is empty. However, you can create a notification template for “Meeting Minutes via Email” template that will generate email body while sending minutes via email.<\/strong>
\nFor more information on creating Notification Template, refer to the article How to customize or define Notification Templates for Minutes of Meeting.<\/u><\/a><\/p>\n<\/div><\/div>\n\nDocument Generate Template preview<\/h3>\n\n\n<\/div>\n\nThis template is customizable. For more information, refer to DocProcessor Template Customization Guide<\/a>.<\/p>\n<\/div><\/div>\n\nSee Also<\/h3>\n\nHow to customize or define Notification Templates for Minutes of Meeting<\/u><\/a>
\nUsing Minutes of Meeting Editor<\/a><\/p>\n<\/div><\/div>\n\n\nRevised: May 9th, 2018<\/p>\n<\/div><\/div>\n<\/p><\/div>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
Overview Document Generate and Notification Templates help in facilitating a meeting invite, along with the meeting agenda and also sending minutes of a meeting to everyone who attended or missed the meeting, so that every team member has a reference point to go back to. This article explains how to use templates for inviting and sending minutes of a meeting. Who should read this? TopTeam Users 1. Inviting Attendees Inviting attendees for a meeting can be done using Notification Templates. Step 1. Open a Minutes of Meeting record from Repository Explorer Step 2. Invite Attendees by sending notification Step 3. <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[],"class_list":["post-40422","post","type-post","status-publish","format-standard","hentry","category-repository"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-avY","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/40422","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=40422"}],"version-history":[{"count":3,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/40422\/revisions"}],"predecessor-version":[{"id":41733,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/40422\/revisions\/41733"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=40422"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=40422"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=40422"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
Document Generate<\/i> and Notification Templates<\/i> help in facilitating a meeting invite, along with the meeting agenda and also sending minutes of a meeting to everyone who attended or missed the meeting, so that every team member has a reference point to go back to.<\/p>\n
This article explains how to use templates for inviting and sending minutes of a meeting.<\/p>\n<\/div><\/div>\n
Who should read this?<\/h3>\n\n\n- TopTeam Users<\/li>\n<\/ul>\n<\/div><\/div>\n\n
1. Inviting Attendees<\/h3>\n\nInviting attendees for a meeting can be done using Notification Templates<\/i>.<\/p>\n<\/div><\/div>\n\nStep 1. Open a Minutes of Meeting record from Repository Explorer<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 2. Invite Attendees by sending notification<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 3. Send Notification window opens<\/h3>\n\n\n<\/div>\n\nNotification will be sent to the attendees. Template has meeting details such as meeting start time, place, co-ordinator, agenda<\/i> for letting members know about the objective of the meeting, etc.<\/p>\n
This template is customizable, refer to article How to customize or define Notification Templates for Minutes of Meeting.<\/u><\/a><\/p>\n<\/div><\/div>\n\n2. Sending Minutes of Meeting<\/h3>\n\nSending minutes of a meeting can be done using both Document Generate and Notification Templates<\/i>.<\/p>\n<\/div><\/div>\n\n2.1. Using Notification Templates<\/h3>\n<\/p><\/div>\n\nStep 2.1.1. Select Notification action<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 2.1.2. Send Notification window opens<\/h3>\n\n\n<\/div>\n\nNotification will be sent to the selected members. Template has additional Minutes<\/i> section in the template.<\/p>\n
This template is customizable, refer to article How to customize or define Notification Templates for Minutes of Meeting.<\/u><\/a><\/p>\n<\/div><\/div>\n\nStep 2.2. Using Document Generate Templates<\/h3>\n<\/p><\/div>\n\nStep 2.2.1. Select Email action<\/h3>\n\n\n<\/div>\n<\/p><\/div>\n\nStep 2.2.2. Attachment will be added of minutes in your organization’s email service provider<\/h3>\n\n\n<\/div>\n\nNOTE<\/strong>: While sending minutes via email, the email body section is empty. However, you can create a notification template for “Meeting Minutes via Email” template that will generate email body while sending minutes via email.<\/strong>
\nFor more information on creating Notification Template, refer to the article How to customize or define Notification Templates for Minutes of Meeting.<\/u><\/a><\/p>\n<\/div><\/div>\n\nDocument Generate Template preview<\/h3>\n\n\n<\/div>\n\nThis template is customizable. For more information, refer to DocProcessor Template Customization Guide<\/a>.<\/p>\n<\/div><\/div>\n\nSee Also<\/h3>\n\nHow to customize or define Notification Templates for Minutes of Meeting<\/u><\/a>
\nUsing Minutes of Meeting Editor<\/a><\/p>\n<\/div><\/div>\n\n\nRevised: May 9th, 2018<\/p>\n<\/div><\/div>\n<\/p><\/div>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
Overview Document Generate and Notification Templates help in facilitating a meeting invite, along with the meeting agenda and also sending minutes of a meeting to everyone who attended or missed the meeting, so that every team member has a reference point to go back to. This article explains how to use templates for inviting and sending minutes of a meeting. Who should read this? TopTeam Users 1. Inviting Attendees Inviting attendees for a meeting can be done using Notification Templates. Step 1. Open a Minutes of Meeting record from Repository Explorer Step 2. Invite Attendees by sending notification Step 3. <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[],"class_list":["post-40422","post","type-post","status-publish","format-standard","hentry","category-repository"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-avY","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/40422","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=40422"}],"version-history":[{"count":3,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/40422\/revisions"}],"predecessor-version":[{"id":41733,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/40422\/revisions\/41733"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=40422"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=40422"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=40422"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- \n
- TopTeam Users<\/li>\n<\/ul>\n<\/div><\/div>\n\n
1. Inviting Attendees<\/h3>\n
\nInviting attendees for a meeting can be done using Notification Templates<\/i>.<\/p>\n<\/div><\/div>\n
\nStep 1. Open a Minutes of Meeting record from Repository Explorer<\/h3>\n
\n\nStep 2. Invite Attendees by sending notification<\/h3>\n
\n\nStep 3. Send Notification window opens<\/h3>\n
\n\nNotification will be sent to the attendees. Template has meeting details such as meeting start time, place, co-ordinator, agenda<\/i> for letting members know about the objective of the meeting, etc.<\/p>\n
This template is customizable, refer to article How to customize or define Notification Templates for Minutes of Meeting.<\/u><\/a><\/p>\n<\/div><\/div>\n
\n2. Sending Minutes of Meeting<\/h3>\n
\nSending minutes of a meeting can be done using both Document Generate and Notification Templates<\/i>.<\/p>\n<\/div><\/div>\n
\n2.1. Using Notification Templates<\/h3>\n<\/p><\/div>\n
\nStep 2.1.1. Select Notification action<\/h3>\n
\n\nStep 2.1.2. Send Notification window opens<\/h3>\n
\n\nNotification will be sent to the selected members. Template has additional Minutes<\/i> section in the template.<\/p>\n
This template is customizable, refer to article How to customize or define Notification Templates for Minutes of Meeting.<\/u><\/a><\/p>\n<\/div><\/div>\n
\nStep 2.2. Using Document Generate Templates<\/h3>\n<\/p><\/div>\n
\nStep 2.2.1. Select Email action<\/h3>\n
\n\nStep 2.2.2. Attachment will be added of minutes in your organization’s email service provider<\/h3>\n
\n\nNOTE<\/strong>: While sending minutes via email, the email body section is empty. However, you can create a notification template for “Meeting Minutes via Email” template that will generate email body while sending minutes via email.<\/strong>
\nFor more information on creating Notification Template, refer to the article How to customize or define Notification Templates for Minutes of Meeting.<\/u><\/a><\/p>\n<\/div><\/div>\n\nDocument Generate Template preview<\/h3>\n
\n\nThis template is customizable. For more information, refer to DocProcessor Template Customization Guide<\/a>.<\/p>\n<\/div><\/div>\n
\nSee Also<\/h3>\n
\nHow to customize or define Notification Templates for Minutes of Meeting<\/u><\/a>
\nUsing Minutes of Meeting Editor<\/a><\/p>\n<\/div><\/div>\n\n\nRevised: May 9th, 2018<\/p>\n<\/div><\/div>\n<\/p><\/div>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
Overview Document Generate and Notification Templates help in facilitating a meeting invite, along with the meeting agenda and also sending minutes of a meeting to everyone who attended or missed the meeting, so that every team member has a reference point to go back to. This article explains how to use templates for inviting and sending minutes of a meeting. Who should read this? TopTeam Users 1. Inviting Attendees Inviting attendees for a meeting can be done using Notification Templates. Step 1. Open a Minutes of Meeting record from Repository Explorer Step 2. Invite Attendees by sending notification Step 3. <\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[59],"tags":[],"class_list":["post-40422","post","type-post","status-publish","format-standard","hentry","category-repository"],"jetpack_featured_media_url":"","jetpack_shortlink":"https:\/\/wp.me\/paoaNA-avY","_links":{"self":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/40422","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/comments?post=40422"}],"version-history":[{"count":3,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/40422\/revisions"}],"predecessor-version":[{"id":41733,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/posts\/40422\/revisions\/41733"}],"wp:attachment":[{"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/media?parent=40422"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/categories?post=40422"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.technosolutions.com\/kb\/wp-json\/wp\/v2\/tags?post=40422"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}