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Vice Admiral
Vice Admiral
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Create Agenda from CM Documents

We are looking for a way to create an agenda that links to records in CM (currently v. 9.1). 

Users could tag existing records and send them to an MS Word based agenda template.  The template would fill with the record metadata including the Title, and Web URL.

There could be from 1 to 25 records.

Has anyone developed a process, or add-in, to do something like this?

Thanks for any input!

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Admiral Admiral
Admiral

Hi Brian

There is a 3rd party add-on (Sigma Respond, via Information Proficiency) that would suit your needs - I will PM you the details.

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