Edit an Agenda Content Field with the Word Snippet

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This article will outline the steps to edit or add text to the Agenda Content field of agenda sections or items using the Meeting Detail Screen's Agenda Content Word Document option.

Important Note

After completing the steps in this article, do not click the Update button in the Agenda Content section.

Instructions

  1. Sign in to your solution if you have not already

  2. Navigate to the desired meeting's Meeting Detail Screen An example Meeting Detail Screen.

  3. Click the Review tab The gray, rectangular Review tab on Meeting Detail Screens.

  4. Select the section or item with the Agenda Content you wish to edit An example meeting structure shown under the Review Tab.

  5. Click the Download Agenda Content Word Document button (Microsoft Word icon) to download a copy of the section or item's agenda content to your computer as a Microsoft Word document The blue-and-white square Download Agenda Content Word Document button below the Send to Municode tab.

  6. Open the downloaded Word document A Microsoft Word screen with example Agenda Content text.

    Note: The display of this Word document may look unusual to you. There are no margins surrounding the text and no ruler across the top or sides of the screen.

  7. Edit or add your text as desired

    Note: You can turn on the Show/Hide feature to show any hidden marks and spaces in the document.The Microsoft Word Show/Hide button and example Agenda Content text with a paragraph symbol.

  8. Save the Word document to your computer and close the Microsoft Word program

    Note: You can leave the file saved in the original Downloads folder, or you can move it to another location on your computer. You can also rename it if you prefer.

  9. Navigate back to the browser tab that is open to the Review tab with the section or item

  10. Click the Upload Agenda Content Word Document button (up arrow and container icon) The gray and blue Upload Agenda Content Word Document button below the Send to Municode tab.

  11. In the File Explorer that opens, navigate to wherever you saved the document

  12. Select the desired file and click the Open button to complete the upload An example File Explorer dialog box with an Agenda Content File and Open button highlighted.

  13. The Agenda Content has been edited

    Note: Do not click the red Update button below the Agenda Content text box.