Skip to main content

Search

We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Sync Meetings Select Documents to Web Central Document Center

  • Updated:

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 (formerly CivicClerk) to the Web Central Document Center.

 

Prerequisites

  1. Set up your Web Central credentials. 
  2. Make sure the applicable Web Central Document Center folder is set to Update Integration Hub. 
    Update integration hub.

 

 

Instructions

  1. Sign in to your site
  2. Navigate to the Integrations tab
    Integrations menu.
  3. Select + New Integration
    New integration button.
  4. Scroll down and click the CivicClerk Sync Agendas template
    CivicClerk template.
  5. Some of the fields will automatically populate, select the Applications for Meetings Select and Web Central
    Applications fields.
  6. Select the Credentials for Web Central
    Credentials field.
  7. If needed, change the Type of document you wish to sync from Meetings Select
    Type drop-down options.
  8. Filter the integration to be when a document is Published or Unpublished in Meetings Select
    filter
    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.
  9. Select the Document Center Folder in Web Central the file should be added to
    Folder field.
  10. Modify the Short Description, if needed
    Short description field.
  11. Click Next
    Next button.
  12. Map fields from Meetings Select to Web Central as needed
    Map fields.
    Note: Required fields in Document Center are Display Name and File Name. Learn more about how field mapping looks in Web Central.
  13. Click Next
    Next button.
  14. View an Overview and Test Instructions for your integration
    Test and confirm.
  15. Click Save
    Save button.
  16. Enable your integration using the toggle under the Status column
    Enable toggle.
  17. The integration will now sync documents between your Meetings Select and Web Central sites
    Meetings select agenda example.
    Web Central Document center agenda.

 

Resources

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.