Creating a New Motion or Minute Template

Katie Miles
Katie Miles
  • Updated

To create a new motion or minute template, click on the appropriate tab in the Templates screen, under the Other section of the eSCRIBE menu bar, and click on the New button.

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Complete the details on the screen, and select which meeting types should be able to use this template.

For motion templates, you will also need to select a motion (vote) type that this template will apply for (use this template only for recorded votes).

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This new template will now appear in drop down list of the Apply Template field in the item details and Vote screens of a meeting site. Meeting Admins can simply select the template to auto populate it in the new resolution screen.

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NOTE: Smart tags for Motion/Resolution templates right now only apply to Pre and Post Resolution text fields (if you don't have these fields shown in the minutes output on your templates, this can be edited on the template for that meeting).

Related Articles:

  1. Creating Motion & Minute Templates - Using Smart Tags
  2. Editing/Deleting a Motion or Minute Template
  3. Using Minutes Templates
  4. Adding a Vote

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