Binder templates can help to create a repeatable binder agenda for your regular meetings.

To create a binder template, select Binders:

Select the Board or Committee the meeting is for:

Select Create a new template:

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.

Attendee

Recipient

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, check their 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:

Add Binder Items

Here you can build the regular agenda for your meeting by adding item placeholders from the component list:

Item Types

Document

Document

Minutes

Document containing Meeting Minutes

Resolution

Document requiring a Signature

Vote

Define a question and set of responses

Video

Video file to be played in the app

Header

Categorise and group agenda items

Edit Item Details

Select the Item Name to Edit:

Select Add Duration to enter allocate an expected duration for the item:

Duration is in the format HH:MM

For Videos - the time will be set to the playing duration of the video

Edit Viewers

Items will be visible to all Attendees and Recipients by default.

Select Viewers:

Select or Deselect a user to add or remove them from the list:

⚠️ Good to know: Administrators cannot be removed.

Indent Items

To indent items, select the items you'd like to indent, and drag and drop them on top of the parent item:

Reorder Items

To move an item up or down the list, click and drag from the item number:

Item Actions

Select one or more items to see the available actions:

1 Remove item number

Remove the numbering for an item, for example if the first item is an external agenda document.

2 Format

Change the numbering format.

3 Restart Numbering

Restart item numbering if it has been removed.

4 Edit Bullet

Manually edit the item number.

5 Decision Required

Denote that a decision is required for this item.

6 Presented By

Add the name of the presenter for this item.

7 Hide Item Name

For users without access to this item, also hide the name of the item.

8 Update File

Select a new file to replace the item attachment.

9 Delete

Delete the item.

To save the template select Save and close:

To create a new binder using this template see Create and publish a meeting binder.

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