Every template opens in its own page with four tabs. You can edit your own templates and the MinutesGenerator Template. Built-in templates and templates shared with your organization are view only.
Open a template
Open Templates.
Click the template's name.
The top of the page shows the template's name, the tabs and, if it isn't your active template, Use for new minutes. Click Templates to go back to the list.
What each tab does
Template: the minutes document MinutesGenerator follows, including its sections, headings, tables and wording. Edit it like a document.
Attendees: the people who usually speak in these meetings, written the way people say them. Transcription and minutes use these names to spell people correctly. Listing someone doesn't mark them as present. Click Add attendee to add a name, up to 100 names. A new template starts with names found in your examples.
Drafting rules: instructions MinutesGenerator follows when it writes minutes with this template. New templates start with rules under these headings: Document structure, Attendance, Motions and votes, Discussion and public comment, Wording and style, and Closing and signatures.
Layout: the header, footer, logos and page setup. See Add headers, footers, logos, and page setup to your minutes.
Save your changes
The Template and Drafting rules tabs save as you edit. Attendees has a Save attendees button, and Layout has Save layout. When you switch tabs or leave the page, MinutesGenerator saves your changes first. If you close or reload the browser tab with unsaved changes, your browser asks you to confirm.
Use a template for new minutes
Click Use for new minutes. The template becomes your active template, and your next minutes use it. Minutes you already created don't change.
Rename a template
Click the name at the top of the template, type the new name, and press Enter. Press Esc to cancel.
Or, in the Templates list, open the template's ⋯ menu, choose Rename template, enter the name, and click Save.
Edit the MinutesGenerator Template
You can edit the default MinutesGenerator Template like your own templates. Your first save creates your own copy, so other people keep the original. The MinutesGenerator Template can't be deleted.
View only templates
Built-in templates and templates shared with your organization show View only next to their name. You can read every tab and click Use for new minutes, but you can't change them. To customize one, create your own template from examples of the minutes you want.
If a template can't be created
In the Templates list, click the template marked "Could not create this template."
Read the reason shown, then click Dismiss.
Click Upload template and upload your examples again.