Docx Template Introduction

This allows you to more easily configure Word templates for meeting types. You can download or replace the generic word document template (using a Docx file) for each meeting type using the "Generic Docx Template" drop down menu.

The Word document you upload is meeting type specific meaning you can have different Generic Templates for every meeting type that exists in your environment.

Generic Docx Template Menu Options

Below are the avaiable options and their functions for the Meeting Type Generic Docx Template.

Upload/Replace Generic Docx Template

This option allows you to upload a different Docx Template for this specific meeting type. It can then be downloaded, changed, and uploaded below for a specific template type or you can use this option to replace the Generic Template for this meeting type. This can be done by anyone with permissions to "Edit" this meeting type.

Download Generic Docx Template

This option allows you to download the Generic Template created by Rock Solid or the Generic Template that you or another person with permissions has uploaded to replace the template created by Rock Solid.

Template Type Introduction

On the template types (Agenda, Minutes, Packet, etc.) you will see a new Docx Template drop down that allows you to upload a different Word document template for each template type that exists.

As you create new template types this drop down will be available for you to upload a Word document template triggering the new Docx compile functionality. When you first click on the drop down you will notice the only option available is "Upload/Replace Docx Template".

When this is the only option you see in the drop down it means that this specific template type will continue to use the previous Docx compile functionality. It is possible to upload a template and use the new compile functionality for one template type and the rest that have not had a Word document uploaded will continue to use the previous Docx compile functionality.

When you upload a Word document template to one of these template types you will see two additional options appear for that specific template type:

Docx Template Type Menu Options

Below are the avaiable options and their functions for the Template Type Docx Template.

Download Docx Template

This allows you to download the specific Word document for this template type, make adjustments, and you can then use the "Upload/Replace Docx Template" option to update the Word document.

Delete Docx Template

This option allows you to revert back to the original Docx compile functionality in OneMeeting. When removing the Docx template you will see the two additional options disappear meaning the system is no longer using the new Docx compile functionality.

NOTE:

All templates MUST be in Docx format, any other type of document i.e. doc, pdf, txt etc. are not valid to upload.

Additional Support

Please contact our support team here or by email support@primegov.com if you have any other questions regarding this functionality.

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