How to Use Placeholders in Meeting Management

Placeholders allow an organisation admin or strata manager to automatically merge stored Plan and Organisation data into a Motion or Explanatory Note within Meeting Management.

Using placeholders ensures consistency, accuracy, and reduces manual data entry when preparing meeting documentation.

What Are Placeholders

Placeholders are dynamic fields that pull stored information from the portal database into Meeting Management content.

An organisation admin or strata manager enters a placeholder by typing a plus symbol (+) followed by the exact wording of the placeholder.

When the meeting documentation is generated, the placeholder is replaced with the relevant stored data for that Plan.

For example:

• Typing +Current levy year start will merge the current levy year start date.
• Typing +Agency email address will merge the agency email address.

The wording must match the placeholder exactly for the merge to occur successfully.

Below are the placeholders in Meeting Management.

Meeting Details

• Meeting type
• Meeting date
• Meeting time
• Meeting venue (plus Meeting venue line 2 and Meeting venue line 3)
• Arrears Cut-Off Date
• Auditor name
• Voting Cut-Off Date
• Voting Cut-Off Time
• Participants List (a table of attendees)
• Last general meeting type
• Last AGM date
• Last EGM date
• Last executive meeting date
• Last meeting dates
• Online voting approval date

Agency / Organisation

• Agency name
• Agency email address
• Agency phone number
• Agency address line 1 and line 2
• Agency town, region, postcode
• Agency location address (full address)

Manager

• Manager name (plus separate first name and last name)
• Manager email
• Manager mobile number
• Manager work number

Body Corporate / Plan Details

• Body Corporate Name
• Plan number
• Financial year end
• Previous financial year
• Associated lot and Associated plan for BMC, CA, and Precinct

Levies & Finances

• Levies due for budget admin fund, budget sinking fund, special levy admin, and special levy sinking
• Levy frequency
• Current levy year start and finish
• 1st levy instalment date and subsequent levy instalment dates
• Next levy year start and finish
• Previous levy year start and finish

Valuation

• Valuation amount
• Valuation done and Valuation due dates
• Valuer name

Property Location (Owners Corporation)

• Building name
• Street number and street name
• Suburb, state, postcode
• Full address

User

• User name (first name and last name)
• User email

System

• Today's date

Organisation Admins should contact us with any further questions regarding this process.