Creating a template for Meeting Books
Save time by using a template to generate a Meeting Book. You can create a new Book template or you can copy an existing Meeting Book, and then save the copy as a template. This topic explains how to create a Book template.
Create a new book template
You can save a Book template that contains the settings and content that you'll need to create a reoccurring Meeting Book.
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To view your existing templates, select Book Templates on top of a workroom library page.
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To create a new Book template, select New Template.
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From the New Template page, enter a name for your template in the Title field.
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You can expand the categories to add more details, such as a cover page, contributors, and files. When you select a template to create a new Meeting Book, the details within each category are automatically included in the Meeting Book.
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To save your Meeting Book template, click Save and Continue.
Copy a Meeting Book and save it as a template
When you copy a Meeting Book, the structure, properties, and content remains the same, which you can use as a template for future meetings.
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To copy a Meeting Book, select the arrow on the top right corner of the card, and then select Copy to Template from the menu.
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From the Edit Meeting Book page, update the name of your template in the Title field. By default, a copy of the original Meeting Book title is in the Title field.
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You can expand the categories to add more details, such as a cover page, contributors, and files.
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To save your copied Meeting Book as a template, select Save and Continue.
