Adding and managing templates

Add and manage templates to save time on recurring meetings when exporting minutes. Only organization Administrators have access to the template library.

Important

  • Use either the Board Meeting Minutes template or the Legacy Diligent template as they are or download to customize for your specific needs.

  • Templates must include at least one supported placeholder to upload successfully. For more information go to Customizing a minutes template.

Access Template manager

  • Go to Minutes and select Template manager from the side navigation menu.

    • The Template manager page opens.

Note

  • Only the Board Meeting Minutes template and the Legacy Diligent template are displayed until other templates are added by you or another Administrator.

  • The Board Meeting Minutes template is the Preferred template until it is changed by an Administrator. This means it will be automatically selected by the system when you export your minutes.

Add a template

  1. In Template manager select Add template.

    The Add template side panel opens.

  2. Select Upload documents to access a file on your device.

  3. Select Add.

    The file is uploaded to Template manager.

Note

If you encounter an error message indicating a placeholder is missing and require further information, go to Templates: Handling export errors. Alternatively contact Diligent Support or your Customer Success Manager.

Download and customize a template

The Legacy Diligent template uses minimal formatting while the Board Meeting Minutes template has more advanced formatting. Either can be customized to fit your needs. To render meeting minutes correctly, templates must contain at least one of the supported placeholders.

Note

The Actions only template cannot be customized.

For more information on placeholders and formatting, go to Customizing a minutes template.

  1. In Template manager go to either Board Meeting Minutes template or the Legacy Diligent template and select Download to customize.

    The template is downloaded to your device as a .docx file.

  2. Open the file.

  3. Customize it to fit your needs.

    Here are examples of some of the many formatting options available:

    • Add a new logo.

    • Display attendees in a vertical structure.

    • Change the date format.

    • Alter the information detailed in actions.

  4. Save the changes you have made to the file on your device and go back to Template manager in Minutes.

  5. Go to Add template and upload your customized template.

    The template is displayed under All templates.

Note

If you encounter an error message indicating a placeholder is missing and require further information, go to Templates: Handling export errors. Alternatively contact Diligent Support or your Customer Success Manager.

Additional features

You have several other options for template editing and management.

  • Select the More icon .

    A menu opens with the following options:

    • Preferred: Sets the template as preferred for the organization when exporting meeting minutes.

    • Edit: Opens an Edit template side panel where you can update the template name and description, download the template to your device, or delete it. Option not available for Board Meeting Minutes template or the Legacy Diligent template.

    • Download: Downloads the template to your device.

    • Delete: Removes the template from the Template manager library. Option not available for Board Meeting Minutes template or the Legacy Diligent template.