Articles on: Protocol

How do I create a new protocol?

A new protocol can only be created if:

a session series has been created => How do I create a new session series?
you have write access to the session series => How can another person collaborate on my protocol?

Click on the button + New Protocol in the overview of the session series.

A new window opens. Select whether the last protocol are to be taken over completely, the agenda items/agenda are to be taken over from the last protocol, an empty protocol or protocol are to be opened on the basis of a created protocol template (1.). Then click on the button Open log (2.).

How to create a protocol template is explained by the following helparticle => How do I create a protocol template?

The new protocol is opened and can be edited.

Info: To create a personalised protocol template or protocol invitation that is not displayed in the standard formats, please contact We will be happy to make you an offer.

Updated on: 25/09/2023

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