Populating Meeting Replace fields

To set up document templates to populate details out of a meeting record:

1. Set the document template's User Prompt to select Meeting

a. Navigate to Manage Document Templates in the main menu and highlight the document template
b. click on the User Prompt tab and choose Select Meeting

2. When the Merging the document select the meeting that holds the meeting data

For a list of available replace fields, see the Replace Field Listing report.