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Add Attachments to Agenda Items

Overview

Each item can have attachments uploaded to it so that they will appear in the agenda packet.

The system will accept most frequently-used file types, such as Word, Excel, and all picture formats, among others.

Instructions

  1. Navigate to Agendas 
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  2. Select an agenda
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  3. Select an agenda item
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  4. Select the edit tool 
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  5. Navigate to Attachments tab
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  6. Click Add Attachments button
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  7. Fill in fields
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    • Show Link on Portal: Display a link to the attachment on the portal
    • Confidential: Specify permissions
    • Upload File: Select or drag and drop a file from your computer
  8. Select Save
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  9. Attachment will display
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    • Note: If you have multiple attachments, they will appear in the order in which they display now. View our article Re-Order Attachments to view how to edit their order. 

Note: Your attachment will save in its native format. So, if you upload a Word document, it will remain a Word document. However, all files will convert to PDF while in an agenda packet. The original, native version is still present in the Attachments tab.




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