How to Edit a Meeting Template Click on the Meetings tabClick on Meeting Administration, then Meeting TemplatesClick on the Pencil for the meeting temple you need to editMake necessary changesClick Save and Close How to Delete a Meeting Template Click on the Meetings tabClick on Meeting Administration, then Meeting TemplatesClick on the Trash Bin for the meeting temple you need to editClick…
Creating meeting templates allows you the ability to save a preset format of a meeting so that you will not need to recreate the content for future meetings. This is especially useful for meetings that generally have the same format every time they are held. A meeting template can be…
Permissions within the meeting module allow a Simbli admin to grant or restrict access to certain content on an individual basis. Follow the steps below on how to navigate to a user’s profile and a breakdown of the different permissions available. How to Set User Permissions Hover over the More tabGo to…
On the Meeting Template screen, you have the ability to filter meeting templates. Filtering meeting templates grants you the ability to locate a template quickly when you have many saved templates. How to Filter Meeting Templates Click on the Meetings tabClick on Meeting Administration, then Meeting TemplatesUse the filtering options on dates, meeting title,…
How to View a Meeting Template Click on the Meetings tabClick on Meeting Administration, then Meeting TemplatesClick on meeting template title
A meeting template can be created from a new or previously created meeting. Follow the steps below on how to save a meeting as a template. How to Save a Meeting as a Template On the Meetings tab, click on Meetings ListingClick the Name of the MeetingIn the settings wheel drop-down, click on Save…