Skip to content

Release Version 20.02.1

Date: 27 February 2020

Custom Order of Business (OOB)

It is now possible to add a fully customised Order of Business to assembled documents.

In order to use the customised OOB you need to do the following in the Document/Template Settings panel:

  1. Tick the Add Order of Bus. checkbox
  2. Select the appropriate item from the OOB Container drop down.
  3. Select Custom from the OOB Types drop down.

Then in the Word document linked to the OOB Container item (point 2 above) setup a table with the layout and formatting for the order of business.

Some simple examples are shown below. The examples use a simplified document with the following sections and items:

Scenario 1

Section headings AND items listed in nested tables. In this example all sections and items above are checked as included in the oob.

OOB Custom Template Generated OOB

Scenario 2

Sections and items in the one table. In this example all sections and items above are checked as included in the oob. Template must be • Row 1 = Table Header • Row 2 = Section Row (section title & number only) • Row 3+ Item Rows

OOB Custom Template

Generated OOB

Scenario 3

Only items are listed in a single table. In this example only items above are checked as included in the oob. Template must be * Row 1 = Table Header * Row 2+ Item Rows

OOB Custom Template

Generated OOB

General notes:

  • First (and only first) row of a table must always be the header row.
  • Tables created in Word Online do not have any cell padding by default. It must be manually added. It is probably best to setup you OOB Custom Template table in full desktop Word anyway.
  • In the screenshots above the item numbers show incorrectly - they should show the full item numbers i.e. 1.1, 1.2 and 2.1

The following placeholder fields are available for use in the Custom OOB:

Field Comments
{page} Page number where item or section starts. Note that this is not available in this initial release. It is planned to add this feature in the next Doc Assembler release.
{section-no}
{section-no-do-not-remove}
{section-title}
{section-title-do-not-remove}
{item-no}
{item-no-do-not-remove}
{item-title}
{item-title-do-not-remove}
{recommendation} Requires the Include Recommendation option to be selected in the Document/Template Settings panel. Will pull in all text included between the {recommendation-start} and {recommendation-end} placeholders.
{author-name} The Name of the (first) user who is assigned as the owner of the item.
{position} The Position of the (first) user who is assigned as the owner of the item.
{department} The Department of the (first) user who is assigned as the owner of the item.
{attachment-list}
{attachment-list-do-not-remove}
{your-custom-field-name-goes-here} Any custom fields can be used. If a custom field is not populated then it will simply appear blank i.e. the placeholder will be removed.

Document Assembly Options

The Document Assembly & Publishing panel layout has been improved to bring all options that are directly related to the assembly process together into one spot. We have also added 2 new columns to the table that displays assembled documents: * Size: file size of assembled PDF * Optimised: indicates if the assembled PDF's were optimised or not

Optimisation of Assembled PDFs

Doc Assembler can now optimise the assembled PDFs.

To turn on optimisation tick the Optimise Assembled PDFs checkbox under the Assembly Options panel. When this checkbox is ticked a default set of optimisations will be applied to the assembled PDFs in order to reduce file size and improve the suitability of the PDF for web viewing.

If you want to modify the optimisations to be applied then you can click the Show Optimisation Options button to gain access to all of the available optimisation settings.

Minutes Placeholder Fields

The following new placeholder fields are now available to be used in Minute Types:

Name Field Notes
Meeting Date {meeting-date} Will insert the meeting date in the format d/mm/yyyy. If you want a different format then use one of the minutes custom fields below.
Document Title {document-title}
Section Title {section-title}
Item Title {item-title}
Item Number {item-number}
Report Number {report-number} Only applicable if report numbers are being used
Votes For Count {votes-for-count}
Will print the number of votes For
Votes Against Count {votes-against-count} Will print the number of votes Against
Votes Abstained Count {votes-abstained-count} Will print the number of votes Abstained
Votes Absent Count {votes-absent-count} Will print the number of votes Absent
Votes Count {votes-count} Will print a count of votes for and against in the format "For/ Against" e.g. "10 / 2". If you want a different format then use the individual vote count fields above.
Carried or Lost {carried-or-lost} Will print "Carried" if the count of votes for is greater than the count of votes against. Otherwise will print "Lost"
Carried or Lost Uppercase {carried-or-lost-uppercase} Will print "CARRIED" if the count of votes for is greater than the count of votes against. Otherwise will print "LOST"
Custom Field 1 {field-1} Allows for free text entry of a value to be used for the current meeting
Custom Field 2 {field-2} Allows for free text entry of a value to be used for the current meeting
Custom Field 3 {field-3} Allows for free text entry of a value to be used for the current meeting
Custom Field 4 {field-4} Allows for free text entry of a value to be used for the current meeting
Custom Field 5 {field-5} Allows for free text entry of a value to be used for the current meeting
Custom Field 6 {field-6} Allows for free text entry of a value to be used for the current meeting

Minute Custom Fields detailed above are entered per meeting on the new Minute Custom Fields tab on the Minutes Processing page.

Minute Processing - Navigation Between Items

It is now possible to navigate between items in Minutes Processing using the new left and right arrow buttons located to the left of the orange Insert button.

Note that when navigating using the arrows the sections in the navigation panel on the left will be automatically expanded and collapsed.

Minute Processing - Keyboard Shortcuts

The following keyboard shortcuts are now available in the Minutes Processing area:

Key Binding Action
Alt + a Apply
Alt + i Insert
Alt + s Save
Alt + left arrow Move to previous item
Alt + right arrow Move to next item

Minutes Resolution Register

  • The register now prints portrait instead of landscape orientation when exported to PDF.
  • The register register now prints correctly in item number order i.e. it treats the item number as a number rather than as text.

Copying Items and Attachments

When attachments are copied as part of the process of copying an item to a new meeting/document the following values are now also copied: * Confidential checkbox * Amount (%) to resize * Trim Record Number

Note that these values are only applicable where the corresponding option is configured.

Indenting of Section and Item Titles

Section and item Titles can now be indented using the new options found in the Document Style Sheet: