Creating a Meeting Book
This topic describes how to create a Meeting Book that is attached to an Event. We recommend creating new Meeting Books from existing Events. If you have not created an Event, click here to learn more.
-
Navigate to a workroom, and then select the Events tab
on the top of the screen to view your Upcoming Events. -
To create a new Meeting Book, select Attach or Create on an event card.
-
From the Attach or Create dialog box, select Create Book on the right side.
-
In the New Book page, enter the name of your Meeting Book in the Title field.
-
Select a template from the Template (optional) menu to populate the remaining fields in your Meeting Book from a saved template. To create a new Meeting Book template, learn more about Generating a Meeting Book Template.
-
To change the workroom where the Meeting Book is saved, select an option from the Move to Workroom menu.
-
To customize the look and feel, select Advanced Settings
. Learn more about Applying Advanced Settings. -
To add a cover page and/or agenda, complete the fields in the Generate Cover Page and/or Generate Agenda sections. For more information, review the Generating and Customizing a Cover Page and Creating an Agenda articles.
-
Select Save and Continue to save your work.
-
To add categories, expand the Add Main Category sections at the bottom of the page. If you are using a template, the categories, subcategories, and files from the saved template are visible. To learn more, review the Creating Categories article.
Note
To create a new Meeting Book without an Event, navigate to the workroom, select the Library tab
on the top of the screen, and then select New Book.
