To effectively use the meeting templates, each distributor needs to create a “Template” association and personalize it for the meetings they create.
1. Under Settings -> Associations, search for “Template” in the Advanced search under “Abbreviation.” The template meeting will use the word “Template” followed by your distributor name. Click the “Actions -> View Detail.” Click the “Meetings” tab and select “CREATE MEETING CONTRACT” to start creating your templated meetings.
2. Short name: This is the searchable meeting name that appears in the meeting toggle in the upper left-hand corner of cAdmin. Please fill in the example dates of the meeting, as an expired meeting can still be used as a template. Then, click “SAVE.” The meeting has now been “Authorized.”
3. Next, hover over the Action “Create meeting.”
4. Fill in the required fields.
Display name: Match the Short name
Dates of the meeting: Match the First and Last day of the meeting
Location: Place where the template meeting will be copied from
Location time zone: Template meeting time zone to be copied from
Add more templated meetings if necessary, following steps 1-4 again.
5. Navigate back to Settings -> Associations. Hover over an association Action and click “View Detail.”
6. Click the “Meetings” tab and select “Create Meeting Contract.”
7. Short name: Searchable meeting name that appears in the meeting toggle in the upper left-hand corner of cAdmin. Fill in the dates of the meeting (can be edited later). Click “SAVE.” The meeting has now been “Authorized.”
8. Next, hover over the Action “Create meeting.”
9. Fill in the meeting information, and at the bottom, “Copy configuration from” should allow you to choose from your list of templated meetings to copy from or a meeting from a previous year.
