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 
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  2. Select an agenda
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  3. Click on Files tab
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  4. Click Create Files
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  5. Fill in fields
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    • File to Create: Select Agenda
    • Name: Input Agenda name
    • Note: You must generate an agenda before you generate an Agenda Packet.
  6. Select Save
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  7. Click Create Files again
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  8. Fill in fields
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    • 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
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    • Note: It may take up to a few minutes for the system to create your packet, dependant on the file size.
  10. Select the PDF view of the packet to view the packet
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    • Note: If changes are made to the agenda or an item, you will need to regenerate the packet to reflect those changes. 
  11. PDF view will appear in a new window
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