Agendas


 

Generate the Agenda and Agenda Packet

 

Overview

This article will show you how to generate an Agenda and Agenda Packet.

 

Instructions

  1. Navigate to Agendas 
    upload_an_agenda_or_agenda_packet_agendas.jpg

  2. Select an agenda
    send_files_to_dropbox_select_an_agenda.jpg

  3. Click on Files tab
    send_files_to_dropbox_files.jpg

  4. Click Create Files
    generate_the_agenda_and_agenda_packet_create_files.jpg

  5. Fill in fields
    generate_the_agenda_and_agenda_packet_fill_in_fields.jpg
    • File to Create: Select Agenda
    • Name: Input Agenda name
    • Note: You must generate an agenda before you generate an Agenda Packet.

  6. Select Save
    generate_the_agenda_and_agenda_packet_save.jpg

  7. Click Create Files again
    generate_the_agenda_and_agenda_packet_create_files.jpg

  8. Fill in fields
    generate_the_agenda_and_agenda_packet_fill_in_fields_2.jpg
    • File to Create: Select Agenda Packet
    • Name: Input Agenda Packet name
    • Agenda for Packet: Select the appropriate agenda for your packet
    • Regenerate Agenda Item Reports: Choose to automatically report on item edits
    • Include Non-Confidential Attachments: Choose to include non-confidential information
    • Include Confidential Attachments Available To: Choose confidential permissions

  9. Select Save
    generate_the_agenda_and_agenda_packet_save.jpg
    • Note: It may take up to a few minutes for the system to create your packet, depending on the file size.

  10. Select the PDF view of the packet to view the packet
    73.png
    • Note: If changes are made to the agenda or an item, you will need to regenerate the packet to reflect those changes.

  11. Your agenda packet will download automatically to view
    generate_the_agenda_and_agenda_packet_download_automatically.jpg



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