Printing meetings

You can print a meeting report of the meeting agenda, participants and meeting documents, either printing the meeting report directly from the PDF output or saving the meeting report back on the case the meeting is attached to.

The standard report Meeting report is used as a template for the report and is populated with the meeting meta data, meeting participants, document and agenda.

You must define document-specific data when printing the meeting report in order to ensure correct document meta data when saving the report back on the meeting case.

To print a meeting

  1. On the Home page, use the Meetings or Meetings organized by me list to display a list of meetings.
  2. In the right pane, double-click the meeting you want to print to open the Meeting detail tab.
  3. In the Meeting detail tab, click the Print button top open the Print meeting report dialog
  4. In the Print meeting report dialog:
    1. In the Template field, select the template to be used to print the meeting report. The default template is A meeting with agenda list.
    2. In the Title field, enter a title of the meeting report. The default title is the Meeting title, appended with "report".
    3. In the Document Type field, select the document type the meeting report is to be registered as. The default is DOK, Document.
    4. In the Document group, select the document group of the meeting report.
    5. In the Case handler field, select the case handler of the meeting. The default case handler is the user who is currently printing the meeting report.
    6. In the Letter date field, enter the letter date of the meeting report. The default date is the day the meeting is printed.
    7. In the State field, select the document state of the meeting report. The default value is UL, locked document.
    8. In the Classification field, select the document classification of the meeting report. The default is CONFIDNT, Condifential.
  5. Click Print and save to print the meeting report and save it as an attached document on the parent case.
    or
    Click Print to open the meeting report as a PDF file and print the meeting report without saving the document on the case.
    or
    Click Cancel to close the Print meeting report dialog without saving the values and without printing the report.