If you wish to associate a report template to a specific meeting type or associate a report template to a specific department or branch, place a check mark in the box Associate Template. The following options will appear allowing administrators to associate a report to a meeting type and/or department/branch. This step will trim which report templates Contributors will have available when drafting new reports.

Click Save to apply the Association.

Related Articles:

1. Administrator – Adding a New Report Template
2. Administrator – Editing an Existing Report Template
3. Administrator – Deactivating or Deleting an Existing Report Template
4. Administrator – Overriding/Replacing an Existing Report Template Document