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Table of Contents

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

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