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.

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.

1. To view your existing templates, navigate to a workroom, select the Library tab, and select Book templates

2. Select Create template.

3. Enter a name for your template in the Title field.

4. 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.

5. To save your Meeting Book template, select 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.

1. On the Meeting Book card or when in Edit mode, select the More options icon and select Copy to template from the menu.

   By default, the Title field contains the original Meeting Book name with the word "- Copy".

2. To update the name of your Meeting Book, select the More options icon > Edit properties, enter a new name in the Title field, and select Update.

3. You can expand the categories to add more details, such as a cover page, contributors, and files.