Working with Items

All the solutions articles regarding how to work with items in the app.

How do I start using a cover sheet for an item?
After an item is created you can always start using a cover sheet for it. Step 1: Go to the item screen for the subject meeting. How do I edit an item? ...
Mon, 27 Jul, 2020 at 4:20 AM
How do I upload a document to use as a cover sheet for an item?
After an item is created you can always upload a document from your computer to use as a cover sheet instead of the automatically-generated cover sheet. St...
Mon, 27 Jul, 2020 at 4:21 AM
How do I use the automatically-generated cover sheet for an item?
Step 1: Go to the item screen for the subject meeting. How do I edit an item? Step 2: On the left side of the screen, find the Item Data block. Step ...
Mon, 27 Jul, 2020 at 4:22 AM
How do I assign an item to one or more workgroups?
After an item is created you can always change its workgroups assignment. Step 1: Go to the item screen for the subject meeting. How do I edit an item? ...
Mon, 27 Jul, 2020 at 4:22 AM
How do I submit an item for approval?
When your item is complete, you can submit if for approval to a pre-defined chain of approvers, or approvers that you choose. Step 1: Go to the item scree...
Mon, 27 Jul, 2020 at 4:23 AM
How do I edit an item's title?
After an item is created you can always change its title. Go to the item screen for the subject meeting. How do I edit an item's title? Near the cen...
Mon, 27 Jul, 2020 at 4:23 AM
How do I view a draft cover sheet of an item?
Go to the item screen for the subject meeting. How do I edit an item? In the item screen, the first content displayed is the draft cover sheet. If y...
Mon, 27 Jul, 2020 at 4:23 AM
How can I download a PDF copy of a draft cover sheet?
Currently, there is not a way to download a PDF copy of only a cover sheet. You can, however, download an entire packet that contains the item and its cover...
Mon, 27 Jul, 2020 at 4:24 AM
How do I enter information for an item?
After an item is created you can edit the item by adding content to the items' sections or attaching documents to it. Go to the item screen for the su...
Mon, 27 Jul, 2020 at 4:25 AM
How do I attach documents to an item?
After an item is created you can attach documents to it. Go to the item screen for the subject meeting. How do I edit an item? The third tab is the Atta...
Mon, 27 Jul, 2020 at 4:25 AM