Each custom template has a layout: the header, footer, logos and page setup that appear on every page of minutes made with it. When you create a template from examples, MinutesGenerator designs the layout from them. You can change it at any time.
Edit a template's layout
Open Templates and click the template.
Click the Layout tab.
Click in the header or footer and type. Use the toolbar to format the text.
To add a logo or other image, click Picture and choose a PNG or JPEG file.
To add details that change from page to page or meeting to meeting, click Field and choose one of the fields listed below.
To give the first page its own header and footer, check Different first page. Then switch between First page and Following pages to edit each one.
Click Page setup to choose the paper size (Letter, A4 or Legal), the four margins, and the header and footer distances (Header from top and Footer from bottom). Margins can be 0.25 to 2 inches, and distances 0 to 2 inches. Click Apply.
Click Save layout.
The preview next to the editor shows the first and following page the way your minutes will look.
Fields
Page number and Page count number the pages, for example "Page 2 of 5".
Meeting name, Meeting date and Meeting location fill in with each meeting's details when minutes are generated. A detail that can't be found shows as a placeholder.
Document title prints "Minutes".
Redesign the layout from your examples
In the Layout tab, open More layout options.
Click Design from reference files.
MinutesGenerator recreates the header, footer and page setup from the template's examples. This usually takes under a minute and replaces the current layout, so save your changes first. The option is available only when the template has a PDF or Word example.
See the header and footer in your minutes
The minutes editor shows the template's header and footer on every page, the way your minutes export. Minutes keep the layout they were generated with, so changing a template's layout affects minutes you generate afterwards.
Change the header and footer of one document
Open the minutes.
Click in the top or bottom margin of a page. You can also open More formatting in the toolbar and choose Header and footer.
Edit the text, or use Picture, Field, Different first page, Go to footer or Go to header, and Page setup.
Click Close, press Esc, or click the gray area around the pages to go back to the body.
These changes apply only to that document. To go back to the template's header and footer, open the Template menu in the header and footer tools, choose Use this document's template, and click Replace. The same menu lets you use the header, footer and page setup of another of your templates.
Templates with an uploaded Word layout
Some older templates use a Word file that was uploaded as their layout. Their minutes keep exporting with that file. The Layout tab shows a notice that the template still uses an uploaded Word layout, and the editor shows the default layout instead. Saving a design in the Layout tab replaces the Word layout. Until then, you can't edit those templates' header and footer in the minutes editor.
You can no longer upload a Word file as a layout.
What layouts don't support
Layouts don't include line numbers, separate headers or footers for even pages, landscape orientation, or page borders.