Add Attachments to Agenda Items

  • Updated on Sep 22, 2025
  • 3 minute(s) read
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Each item on an agenda can have attachments uploaded to it so that they will appear in the agenda packet. This article will show you how to add attachments to agenda items.

Important Note

The system will accept the most frequently used file types such as Word, Excel, and all picture formats, among others.

Upload an Attachment from Your Computer

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

  2. Navigate to the Meetings module:

    The Meetings Module option in the left-hand navigation menu.

  3. Select the desired agenda:
    An example agenda in the Meetings module.

  4. Select the desired item:
    An example agenda item.

  5. Navigate to the View menu and select the Item Files option from the dropdown list:
    The View menu with the Item Files option highlighted.

    Note:

    The default view is Item Fields.

  6. Click the Add Attachments button:

    Item Files page for an example meeting with the Attachments section's Add Attachments button highlighted.

  7. Ensure that the Upload tab is selected:

    The Add Attachment modal's Upload tab.

  8. Select the preferred Attachment settings:

    The Upload attachment fields on the Add Attachment modal.

    • Show Link on Public Portal: Indicate whether the attachment link is viewable on the Public Portal

    • Show Attachment in Minutes: Appended the attachment to the end of the final Minutes PDF

    • Confidential (required): Makes the attachment Non-Confidential or Confidential to the desired confidential attachments group

      Note:

      Confidential attachments cannot be included in Minutes. Attempting to do so prompts a warning.

    • Drop or Select Files to Upload: Upload or drag and drop files directly from your computer

      Note:

      If uploading a PDF file, the system will automatically run the file through an optimization process to attempt to reduce the file size and improve viewing on the web. The original PDF will not be retained in the system.

  9. Edit the Attachment Name, if desired:

    The Attachment Name field on the Add Attachment modal's Upload tab.

  10. Click the Add Attachment button:

    The green, rectangular Add Attachment button in the lower-right corner of the Add Attachment modal.

  11. Click the Save Item button:

    A green, rectangular Save Item button to the right of the Actions dropdown menu.

  12. View and edit the attachment on the Item Files page:
    An uploaded item attachment in the Item Files page's Attachment section.

Upload a Google Drive Document As an Attachment

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

  2. Navigate to the Meetings module:

    The Meetings Module option in the left-hand navigation menu.

  3. Select the desired agenda:
    An example agenda in the Meetings module.

  4. Select the desired item:
    An example agenda item.

  5. Navigate to the View menu and select the Item Files option from the dropdown list:
    The View menu with the Item Files option highlighted.

    Note:

    The default view is Item Fields.

  6. Click Add Attachments:

    Item Files page for an example meeting with the Attachments section's Add Attachments button highlighted.

  7. Click the Google Drive tab on the Add Attachment modal that appears:

    The Add Attachment modal's Google Drive tab.

    Note:

    If you do not see the Google Drive tab, you will need to contact Support to enable the Google Drive integration.

  8. Fill in the Attachment fields:

    Form fields in the Add Attachment modal for adding Google Drive attachments with options for confidentiality and visibility.

    • Name (required): Enter a name for the attachment

    • Show Link on Public Portal: Click "Yes" or "No" to indicate if a link to the attachment should be visible on the Public Portal

    • Show Attachment in Minutes: Append the attachment to the end of the final Minutes PDF

    • Confidential (required): Check the boxes in this section to make the attachment Non-Confidential or Confidential to specific confidential attachments group

      Note:

      Confidential attachments cannot be included in Minutes. Attempting to do so prompts a warning.

    • Shared Google URL (required): Enter a publicly visible Shared Google URL for the attachment

      Note:

      If you enter a URL that is not publicly visible, you will get an "Unable to verify One Drive URL. Please check the file URL and try again" message.

  9. Click the Add Attachment button:

    The green, rectangular Add Attachment button in the lower-right corner of the Add Attachment modal.

  10. Click the Save Item button:

    A green, rectangular Save Item button to the right of the Actions dropdown menu.

  11. The attachment has been added:
    A Google Drive item attachment in the Item Files page's Attachment section.

  12. When a packet that uses the attachment is created, the system will pull the most recent version of the file from Google Drive

Upload a OneDrive File As an Attachment

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

  2. Navigate to the Meetings module:

    The Meetings Module option in the left-hand navigation menu.

  3. Select the desired agenda:
    An example agenda in the Meetings module.

  4. Select the desired item:
    An example agenda item.

  5. Navigate to the View menu and select the Item Files option from the dropdown list:
    The View menu with the Item Files option highlighted.

    Note:

    The default view is Item Fields.

  6. Click the Add Attachments button:

    Item Files page for an example meeting with the Attachments section's Add Attachments button highlighted.

  7. Click the OneDrive tab on the Add Attachment modal that appears:

    The Add Attachment modal's OneDrive tab.

  8. Fill in the Attachment fields:

    Form fields in the Add Attachment modal for adding OneDrive attachments with options for confidentiality and visibility.

    • Name (required): Enter a name for the attachment

    • Show Link on Public Portal: Click "Yes" or "No" to indicate if a link to the attachment should be visible on the Public Portal

    • Show Attachment in Minutes: Append the attachment to the end of the final Minutes PDF

    • Confidential (required): Check the boxes in this section to make the attachment Non-Confidential or Confidential to specific confidential attachments groups

      Note:

      Confidential attachments cannot be included in Minutes. Attempting to do so prompts a warning.

    • OneDrive Shared File Link (required): Enter a publicly visible OneDrive Shared File Link for the attachment

      Note:

      If you enter a URL that is not publicly visible, you will get an "Unable to verify One Drive URL. Please check the file URL and try again" message.

  9. Click the Add Attachment button:

    The green, rectangular Add Attachment button in the lower-right corner of the Add Attachment modal.

  10. Click the Save Item button:

    A green, rectangular Save Item button to the right of the Actions dropdown menu.

  11. The attachment has been added:
    A OneDrive item attachment in the Item Files page's Attachment section.

  12. When a packet that uses the attachment is created, the system will pull the most recent version of the file from OneDrive

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