Custom templates help MinutesGenerator match the format you use for meeting minutes. Templates you create are saved to your account.
Open Templates.
Click Upload Template.
Add one to ten examples of finished minutes. PDF, TXT, DOC, and DOCX files are supported.
Use clean, approved examples when possible. Avoid drafts with unusual formatting, comments, or unrelated attachments.
Click Process Template and wait for MinutesGenerator to create the template.
After the template appears in your template list, select it to make it the default for future uploads.
Create new minutes from the dashboard and review the output against your expected format.
If the first generated minutes need too much cleanup, upload better examples or create a more specific template for that meeting type.
If you are part of a team, custom templates are not shared automatically with teammates. Each user manages their own templates.
Add a Word Page Layout
After MinutesGenerator creates the template, you can attach a separate Word Page Layout to it. The Page Layout controls export-only features such as headers, footers, logos, page numbers, line numbers, paper size, margins, and borders.
Page Layout features do not appear in the minutes editor. They are applied when you export Word or PDF. New minutes keep the template and Page Layout revision assigned when they are generated, so replacing the layout affects future minutes rather than silently changing historical documents.
See “Add headers, footers, logos, page numbers, and margins with a Word Page Layout” for setup instructions and best practices.