Table Of Contents

Meeting Templates

Overview of Meeting Templates

Accessing Meeting Templates

Searching for a Meeting Template

Adding a Meeting Template

Modifying a Meeting Template

Deleting a Meeting Template

Meeting Templates

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This section describes how to define and use a meeting template. It includes the following topics:

•Overview of Meeting Templates

•Searching for a Meeting Template

•Adding a Meeting Template

•Modifying a Meeting Template

•Deleting a Meeting Template

Overview of Meeting Templates

In a meeting template, you can select meeting types and attendee settings, and then use the template with its settings for different meetings or recurring meetings. All settings appear in the relevant fields when you select the template. You can modify template settings when you schedule a meeting, if required.

Accessing Meeting Templates

To access the Meeting Templates section, on the User sidebar, click Meeting Templates. The Meeting Templates window displays a list of all of your meetings currently in progress, including the following information

•Name—Displays the name of the template.

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Note To sort the Name column, click the column heading.

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•Meeting Types—Displays the meeting types configured in this template for an audio or audio/video meeting.

•Location—Displays the location of the meeting.

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Searching for a Meeting Template

You can search the list of existing templates for a specific meeting template.

Procedure

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Step 1 In the Name field, enter the full or partial name of a meeting template.

Step 2 Click Search.

Search results are listed, including the name of the meeting template and the meeting type.

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Adding a Meeting Template

When you create a new meeting template, you add it to the list of available meeting templates in the Meeting Scheduling section.

Procedure

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Step 1 In the Meeting Templates section, click Add.

The following tabs appear

–Meeting

–Invite

–Attendees Settings

–Attendees Availability

–Advanced

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Note These tabs are the same as those in the Meeting Scheduling section and are used in the same way. For details, see Chapter 3, "Scheduling Meetings".

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Step 2 When you completed the required selections on the tabs, click Finish.

The new template is saved.

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Modifying a Meeting Template

You can modify a meeting template and then save it under the same name or a different name.

Procedure

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Step 1 In the Name column of the Meeting Templates section, click the name of the template you want to modify. The Modify Template section displays.

Step 2 Modify the tabs and fields, as required. For information on the tabs and fields, refer to Chapter 3, "Scheduling Meetings".

Step 3 Click Finish.

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Deleting a Meeting Template

You can delete meeting templates that you create.

Procedure

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Step 1 In the Meeting Templates window, in the Name column, click the check box next to the template you want to delete.

Step 2 Click the Delete button.

The meeting template is deleted from the Meeting Templates list, and no longer appears in lists of available meeting templates.

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