This article will show you how to set up an integration to send your agendas, minutes, or event content files from Agenda and Meeting Management Select to the Web Central Document Center.
Prerequisites
Set up your Web Central credentials.
Make sure the applicable Web Central Document Center folder is set to Update Integration Hub.
Instructions
Sign in to your site
Navigate to the Integrations tab
Select + New Integration
Scroll down and click the CivicClerk Sync Agendas template
Some of the fields will automatically populate; select the Applications for Agenda and Meeting Management Select and Web Central
Select the Credentials for Web Central
If needed, change the Type of document you wish to sync from Agenda and Meeting Management Select
Filter the integration to be when a document is Published or Unpublished in Select
Note: For example, if you select Agenda Packet and Published for your trigger, any time an Agenda Packet is published to the public portal the integration will fire.
Select the Document Center Folder in Web Central the file should be added to
Modify the Short Description, if needed
Click Next
Map fields from Agenda and Meeting Management Select to Web Central as needed
Note: Required fields in Document Center are Display Name and File Name. Learn more about how field mapping looks in Web Central.
Click Next
View an Overview and Test Instructions for your integration
Click Save
Enable your integration using the toggle under the Status column
The integration will now sync documents between your Agenda and Meeting Management Select and Web Central sites
