If you have custom agenda, minutes, meeting book, or agenda-print templates, they can be deployed globally to all teams/groups
- Create a new Public - Office 365 group
Note: The group needs to be Public. Depending on your organizations O365 policies, you might need to ask your IT Admin for help to create this group.
- Call it “Decisions Global Templates” (or something similar)
- Go to https://app.boarddecisions.com/web/#/config
- Search for the group “Decisions Global Templates”
- Click on the Group Name - "Decisions Global Templates"
- Click on "Click Here to open config folder"
- The Sharepoint folder will now open
- Copy the templates you want to be globally available into this folder
- Go back to https://app.boarddecisions.com/web/#/config
- Find the "Decisions Global Templates" group again
- Click on the Group Name - "Decisions Global Templates"
- Click Send to Decisions
- The Decisions Customer Success team will enable the use of global templates, and will let you know once the global template has been activated and ready to use.