Binder templates can help to create a repeatable binder agenda for your regular meetings.
1. Select the Board or Committee the meeting is for
2. Select Binders > Template
3. Select to create a blank template (1), copy from an existing binder (2), or a template from another Board (3):
Add meeting details
Add the template name (required):
Add the meeting location (optional):
This can be a street address, meeting room or external link eg. Microsoft Teams or Zoom.
Select binder options
These options will permanently delete any notes or annotations made by your app users (directors) for this meeting after the selected time period.
Select meeting Attendees and Recipients (optional)
The Attendees and Recipients lists contain Ansarada Board users that have been added to the Board or Committee the binder belongs to.
These Attendees and Recipients will be automatically selected each time this template is used.
A user that will receive the binder and appear on the attendee list for the meeting.
A user that will receive the binder but will not appear on the attendee list for the meeting.
To select an attendee or recipient, simply drag and drop or click the user name.
⚠️ Good to know: Users must register their account before they can be selected.
Select meeting Invitees
An Invitee is an external attendee that has been invited to attend the meeting.
They will not receive the binder but will appear on the attendee list for the meeting.
To add an invitee type their name and select Add invitee:
Select meeting Invitees
Invitees are people invited to the meeting that do not receive binders. Enter the names of the invitees which will be displayed to the attendees and recipients via the Ansarada Board applications
To add an invitee, type their name and select Add
Add Binder Agenda Items
Agenda items can be added by dragging and dropping one or more files into the agenda, or by adding an item placeholder from the component list
Documents in Word (.docx), Excel (.xlsx), and Powerpoint (.pptx) format will be automatically converted to PDF and must be verified prior to saving.
For more information see Document Conversion and Verification.
Merges multiple documents into one single Document
A document containing Meeting Minutes
A document requiring a Signature
Define a question and set of responses
Video file to be played in the app
Categorise and group agenda items
Edit Item Details
Select the Item Name to Edit
Select Duration to enter allocate an expected duration for the item (format HH:MM)
Items will be visible to all Attendees and Recipients by default.
Select or Deselect a user to add or remove them from the list:
⚠️ Good to know: Administrators cannot be removed.
To indent items, select the items you'd like to indent, and drag and drop them on top of the parent item:
To move an item up or down the list, click and drag from the item number:
Select one or more items to see the available actions
Remove number from this item
Remove the numbering for an item, for example if the first item is an external agenda document.
Edit bullet of this item
Manually edit the item number.
Denote that a decision is required for this item.
Add the name of the presenter for this item.
Hide Item Name
For users without access to this item, also hide the name of the item.
Select a new file to replace the item attachment.
Delete the item.
To save the template select Save template
To create a new binder using this template see Create and publish a meeting binder.