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Change your default template

Choose the active template MinutesGenerator uses for your future generated minutes.

Written by Max Sherman

Your active template is the default format MinutesGenerator uses when it creates new minutes for you. It's marked Active in your template list.

  1. Open Templates.

  2. Find the template you want. Templates are listed under Your templates, Built-in templates and, in an organization, a Shared with section named after your organization. Use Search templates… to find one by name.

  3. Open the template's ⋯ menu and choose Use for my minutes. You can also open the template and click Use for new minutes.

  4. Check that the Active badge moved to the template you chose.

  5. Return to the dashboard and start your next upload or recording.

The active template applies to future generated minutes. It doesn't rewrite minutes that have already been created, so choose the template before uploading the next meeting.

When you create a new custom template, it becomes your active template automatically once it's ready.

Active templates in an organization

If you use MinutesGenerator in an organization, you choose your active template separately for each organization. Your choice applies only to your minutes there, and choosing a shared template doesn't change it for anyone else. Templates you upload in an organization are private to you.

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