USER FUNCTION GUIDES

ADMIN FUNCTION GUIDES

• General Overview

  • Key Features

• Getting Started

  • System Navigation

  • Quick Links

  • Header

  • Sign In

  • Forgot Password

  • User Profile

  • Action Icons

  • Home Screen

  • Exit System

• My Workspace

  • My Agenda Items

    • Search Agenda Item

    • Add Agenda Item

    • Copy/Move Agenda Item

    • Delete Agenda Item

    • Submit

  • My Approvals

    • Agenda Item Approval

    • Search Agenda Item

    • Approve / Reject

    • Route Approval

    • Agenda Approval

    • Search Agenda

    • Approve / Reject

    • Route Approval

  • My Actions

    • Search Action

    • Edit Action Item

• Meetings

  • Meeting Centre

    • View Meetings

    • Search Meetings

  • Agenda Item Search

    • Search Agenda Item

    • Add Agenda Item

    • Copy/Move agenda item

    • Delete Agenda Item

    • Submit

• Structure

  • Committees

  • Teams

  • Member List

• Action Centre

  • Overview

  • Search Action

  • Export to Excel

  • Action Report

  • Add Action

  • Edit Action

• Meeting Management

• • Create Meeting

  • Meeting

• • Preparation

    • Overview

    • Agenda Access

    • Prepare Agenda

      • Add Agenda Group/Agenda Item

      • Edit Agenda Group

      • Edit Agenda Item

      • Include numbered lists with sub level numbering – Include numbered lists within the report

      • Include Roman Numbering or another Numbering Style

      • Include Bullet List with Sub Level Bullet

      • Include Mixed Lists

      • Include Mixed Lists within Tables

    • Check In / Check Out

      • Send Agenda Item

      • Duplicate Agenda Item

      • Delete Agenda Item

      • Assign Confidential Users

      • Add New Input Field

      • Agenda Item Preview

      • Report Output Configuration

      • Mark as Complete

      • Send for Approval

      • Revert to Draft

      • View History

      • Move Agenda Item

      • Force Approval

    • Download Agenda

      • Change Font Colour of TOC in the Agenda Report

      • Display Brief in TOC in the Agenda Report

    • Send Agenda

    • Finalise Agenda

    • View Agenda History

• • Join Meeting

    • Overview

    • Meeting Workspace – Participant/Member View

    • Functionality

      • Highlight Text to Comment

      • Sketch (Pen)

    • Meeting Workspace – Organiser View

      • Motion/Resolution/Notes

      • Add Notes

      • Delete Notes

      • Edit Notes

      • Vote

      • Auto Populate Voting Content

      • Taking a Vote

      • Division Vote

      • Attachments

      • Add Action

      • Mark In/Out

      • Revert to Confidential

      • Email Agenda Item

      • Mark Attendance

      • Start Meeting

      • Pause Meeting

      • End Meeting

      • Auto Generate Actions

      • View Full Agenda 

      • Preview Minute Output

      • Delete/Hide/Public

• • Meeting Minutes

    • Overview

    • Meeting Minutes Access

    • Minutes Workspace – Participant Member View

    • Minutes Workspace – Organizer View

      • Publish Draft Minutes

      • Finalise Meeting Minutes

• • Follow Up Actions

    • Overview

    • Action Item Access

    • Action Snapshot

    • Assigning Action Items

    • Other Functionalities

• System Summary

  • Device Requirement

  • User Access Levels

  • Contingencies

• Administration

• • Setup

    • Site Configuration

    • Output Configuration

    • Position Terminology

    • Attendance Terminology

    • Voting Terminology

    • Motion Terminology

    • Snippets

    • Dictionary Management

    • Custom Fields

    • Grid Configuration

    • Data Upload Templates

• • Manage Users

    • Search Users

    • Add Users

    • Edit User

    • Delete User

• • Teams

    • View Teams

    • Search Team

    • Add Team

    • Edit Team

    • Delete Team

• • Committee

    • View Committees

    • Search Committee

    • Add Committee

    • Edit Committee

    • Delete Committee

• • Locations

    • View Locations

    • Search Location

    • Add Location

    • Edit Location

    • Delete Location

• • Legislation

    • View Legislations

    • Add Legislations

    • Add Legislations

    • Delete Legislations

• • Report Templates

    • View Templates

    • Add New Report template

    • Edit Report Template

    • Delete Report Template

• • Agenda Template

    • View Agenda Template

    • Add Agenda Template

    • Create Agenda Detail

    • Designing a cover image

    • Preview the design

    • Designing Header/Footer

    • Create Agenda

    • Copy Agenda Template

• • Email Notifications

    • Email Templates

      • View Email templates

      • Add new email template

      • Delete Email Template

    • Email Notifications

      • View Email notifications

      • Add Email Notifications

      • Add email notification – General

• • Retrieve Deletion