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Creating a "Doc" from a summary

froschling
Explorer
Explorer

When creating a document from a meeting summary I want to select one of the advanced templates, but I am only ever offered the standard summary.

 

I've checked the notes associated with using ASI Companions with notes and cannot find a combination of settings that allows access to the additional templeats. 

 

What do I need to do to get access to the additional templates?

 

John

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