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Agendas


 

Email Agenda Files

 

Overview

This article will show you how to email your AgendaAgenda Packet, and Minutes files.

Instructions

  1. Click Agendas
    upload_an_agenda_or_agenda_packet_agendas.jpg

  2. Select your desired agenda
    send_files_to_dropbox_select_an_agenda.jpg

  3. Select Files
    email_agenda_files_files_tab.jpg

  4. Click Email
    email_agenda_files_email.jpg

  5. Fill in the fields
    email_agenda_files_fill_in_fields.jpg
    • Send To: Select from pre-set distribution lists or custom distribution lists
      • Note: A System Admin can create custom distribution lists in the Site Settings.
    • CC: (Separate with Commas): Enter emails that you want to CC
    • User: Select system user you would like to send the email to
    • Subject: Add a subject
    • Message: Write a message to accompany the files
    • Agenda/Packet/Minutes to Send: Select the agenda, packet, or minutes to send

  6. Click Send
    email_agenda_files_send.jpg



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Article Feedback

  • Avatar
    Seth Lester

    Is the User guidance in step 5 correct? In our testing the email is sent TO the user in this field, rather than selecting who the sender is.

  • Avatar
    Becca Drake

    Hi Seth,

    You are correct, the users field will determine system users that you can send items to. Sorry about that confusion, I have updated the article to reflect that change.

    Thank you,

    Your Help Center Team