Add an agenda to a Meeting Book

You can add an agenda to your meeting materials, after you add and organize the main categories and subcategories in the Meeting Book.

  1. Navigate to a workroom Library to view a list of Meeting Books.

  2. On the Meeting Book card, select the More options icon and select Edit from the menu.

    Alternatively, select the Meeting Book title to open it and select Edit book.

  3. To create a meeting agenda, select the checkbox next to Generate agenda.

  4. Select the Expand icon on the Generate agenda section to expand it. When expanded, you can update the agenda.

  5. Select the Collapse icon on the Generate agenda section to collapse it.

  6. Enter a title for the agenda in the Title field.

  7. To hide file names on the agenda so that you only see the titles of the main categories and subcategories, select the Hide file titles checkbox.

  8. To set the alignment of page numbers on the agenda, select the radio button next to either Next to filename or In rightmost column.

  9. To display the time next to each agenda item, select the Show time checkbox.

  10. To add action items to the agenda, select the Show action checkbox.

  11. To view the name of the person presenting each agenda item, select the Show presenter checkbox.

  12. To add a logo, select the Add logo to agenda checkbox. Your organization's default logo will appear centered on the title page.

  13. To save your changes, select Save.

  14. To view a PDF version of the agenda, select Preview.

  15. When the Meeting Book is complete, and you're ready to finalize it and the agenda, select Build book.