(Dansk version)

Overview

Agenda folders store and organize agenda items. For more information about Agenda, see Additional Modules (User) - Agenda

Agenda folder can only be created inside a case.

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Please note:

• It is only possible to create one agenda folder per case. </aside>

Creating agenda folder

1. On the Organization tab, navigate to the appropriate case.
2. On the ribbon bar, expand New folder and select New agenda folder.
   • It is also possible to create a New agenda folder by right-clicking on the case and select "create" > "New agenda folder" or use the keyboard shortcut "Ctrl”+"Shift”+”A”

Creating agenda items

1. Right-click on or in the agenda folder, or click New > Create agenda item on the toolbar. You can also use the keyboard shortcuts "Alt"+"Shift"+"I”

1. Select the appropriate template from Agenda item input templates and click Create.

1. In the New document form, fill in the following fields: