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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Manage Default Templates & Content

  • Updated:

Each Meeting Type can be configured with default templates, content designs, and meeting bodies to automatically populate agendas with pre-determined content. This article will show you where to update the default templates and content used by a Meeting Type.

 

Instructions

 

  1. Sign in to the system if you have not already
  2. Navigate to the User Menu, then select the Settings option
    The User Menu with the Settings option highlighted.
  3. Click the Meetings tile
    The Meetings tile with a briefcase icon on the Site Settings page.
  4. Click the Meeting Types tile
    The Meeting Types tile with a file folder icon on the Meetings Settings page.
  5. Click the Edit button (purple pencil icon) next to the desired Meeting Type
    The Edit tool for an example Meeting Type.
  6. Navigate to the Default Templates & Content section and update the information fields as desired
    The Default Templates and Content section on the Default Settings page.
    • Default Approval Template (optional): Select the approval template that you would like to apply to all meetings of this meeting type
      Note: This is an optional selection that should only be used if you wish to use meeting-type-level approval routings.
    • Default Agenda Word Design: Select the agenda Word design that you wish to apply to all meetings of this meeting type
    • Default Agenda Section Design: Select the agenda section design that you wish to apply to all meetings of this meeting type
    • Default Agenda Item Design: Select the agenda item design that you wish to apply to all meetings of this meeting type
    • Default Official Body: Select the meeting body that you wish to use for all meetings of this meeting type
  7. Click a Save option
    The green, rectangular Save Changes button and blue, rectangular Save and Exit button below the User Menu.
    • Save Changes: Save your changes and continue configuring the current Meeting Type settings
    • Save and Exit: Save your changes and automatically navigate back to the Meeting Types page
  8. The default templates and content for the selected meeting type have been updated

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