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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 
    upload_an_agenda_or_agenda_packet_agendas.jpg
  2. Select an agenda
    add_a_section_select_an_agenda.jpg
  3. Select an agenda item
    reorder_attachments_in_an_agenda_select_item.jpg
  4. Select the edit tool
    reorder_attachments_in_an_agenda_edit.jpg
  5. Navigate to the Attachments tab
    reorder_attachments_in_an_agenda_attachments.jpg
  6. Click Add Attachments button
    add_attachments_to_agenda_items_add_attachments.jpg
  7. Fill in fields
    add_attachments_to_agenda_items_fill_in_fields.jpg
    • 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
    add_attachments_to_agenda_items_save.jpg
  9. Attachment will display
    add_attachments_to_agenda_items_attachment_will_display.jpg
    • 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.
  10. Click Save at the top of the page
    reorder_attachments_in_an_agenda_save.jpg

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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