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, see Create or manage an event.

Go to the relevant workroom and select the Events tab to display the list of existing events.
Select the More options icon on the event card that you want to create a book from and select Manage books.
Select Create book.
On the New book page, enter the name of your Meeting Book in the Title field.
Select a template from the Template 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 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 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, select Add main category and add the category details. 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 Create book.