Help Center Resource Guide

This Help Center Resource Guide provides direct links to articles that will walk you through step-by-step instructions on how to manage your agendas and meetings with Agenda and Meeting Management Select.

Important Note

The features and functions available to you may vary depending on your organization's preferences and the roles and permissions assigned to your user account.

Log In

• Sign In to Your Site

• Sign In to the Board Portal

• Change Your Password

System Basics

• User Menu Options

• Navigate Card View

• Use the Dashboard Homepage Filters

• Use the Search Function

• Use the Agenda Filters

• Use the Event Filters

• Opt-In or Opt-Out of Email Notifications

• Trash Can

Add and Manage Agendas

• Agendas Walkthrough

• Agenda Details Overview

• Create and Link an Agenda

• Save and Add New Agendas

• Upload an Agenda and Agenda Files

• Use Bulk Actions on an Agenda

• Add a Section

• Select a Section Layout

• Edit Section and Item Order

• Lock and Unlock an Agenda

• Delete an Agenda

• Generate an Agenda and Agenda Packet

• Email Agenda Files

• Delete an Agenda File

• Publish Files to the Public Portal

• Publish Files to the Board Portal

• Send Files to Dropbox

• Assign Tasks

• Change a Linked Event

• View All Attachments on an Agenda

• Agenda Timeline

• Find a Missing Agenda

• Notify Subscribers When a Meeting is Changed or Canceled

Add and Manage Items

• Add and Manage Agenda Items

• Copy an Item

• Move an Item

• Tag an Item

• Add Attachments to Agenda Items

• Re-order Attachments for an Agenda Item

• Message Within Item Comments

• Bulk Add Notes

• Edit the Script of an Agenda Item

• Select an Item Layout

• View Item History

• Lock and Unlock an Item

• Use Resolution and Ordinance Numbering

• Create and Manage Item Reports

• Start Approvals

• Approval Actions

• Add an Approval

• Reorder Approvals

• Track Changes/Versions

Add and Manage Events

• Create a One-Time Event

• Create a Recurring Event

• Edit an Event Summary

• Edit Event Details

• Publish an Event to the Public Portal

• Delete a Single Event

• Closed Captioning, Transcription, and Translation Overview

• Use Caption, Transcription, and Translation Services on Events

Add and Manage Videos

General

• Set an Event to Live

• Turn Multi-Stream On or Off

• Upload a Video for On-Demand Viewing

• Download Event Media

Streaming

• Video Streaming Process

• Video Streaming Equipment

• Stream Quality Configuration

• Pause a Livestream

• Auto-Set an Event to 'Live' or Auto-End a Live Event

• Add Video Timestamps On Demand

• Edit, Reorder, and Delete Video Timestamps

• Generate an Embed Code for a CivicPlus Media Livestream

• Link External Media to an Event

CivicPlus Media

• CivicPlus Media Video Format

• Stream Zoom Meetings to CivicPlus Media

• Stream to CivicPlus Media and YouTube Live

• Stream Webex Meetings to CivicPlus Media

Add and Manage Minutes

• Minutes Summary Overview

• Create Meeting Minutes

• Insert Minute Snippets

• Edit the Order of Minutes

• Add Speakers from the Minutes Summary Page

• Add Speakers from the Minutes Speakers Page

• Generate or Upload a Minutes File

Board Portal

User Settings

• Create a New Board Portal User

• Create a New Board View User

• Enable and Assign Chair View in the Board Portal

Meeting Actions

• Sign In to the Board Portal

• Board Portal Overview

• Board Portal User Guide

• Join a Meeting

• Navigate an Agenda

• Add Agenda Notes

• View Agenda Notes

• Annotate Documents

• Request Speaking Rights

• Electronic Voting Overview

• Vote on a Motion

• Board Portal Manual Voting Overview

• View Minutes

• View Media

Public Portal

• Public Portal Overview

• Sign In to Your Public Portal

• Find an Event on the Public Portal

• View Motions and Votes on the Public Portal

• View Meeting Files in the Public Portal

• Subscribe to Public Portal Notifications

• View Meeting Media in the Public Portal

• Share a Meeting from the Public Portal

• Submit a Public Portal Comment

Analytics

• Analytics Overview

• Create a Custom View

• Create and Manage Custom Views

• Create and Manage Organization Views

• Export Views

Boards and Committees Module

Settings | Boards and Committees Module

• Configure Dropdown Options

• Set Up and Manage Letter Templates

• Set Up and Manage Email Templates

Dashboard | Boards and Committees Module

• View and Navigate the Boards and Committees Dashboard

Boards | Boards and Committees Module

• Add and Manage Board Attachments

• Add and Manage Board Roster Members

• Add and Manage Boards

• Add and Manage Meetings

• Send an Email to a Board

People | Boards and Committees Module

• Add, Edit, or Delete a Person

• Use the People Filters

• Add Attachments to a Profile

• Create a Letter

Additional Features

Formatting

• Use Paragraph Formatting

• Use Text Formatting

• Use and Manage Spell Check

User and Global Settings

General | User and Global Settings

• Configure Session Inactivity Timeout

Departments | User and Global Settings

• Add and Manage Departments

Users | User and Global Settings

• Create a New User from a Blank Template

• Create a New User from a Copy of an Existing User

• Edit User Details

• Edit User Access

• Remove User Access

• Manage Backup Approvers

Teams | User and Global Settings

• Add and Manage Teams

• Send a Message to Teams

Boards | User and Global Settings

• Manage Boards

Tags | User and Global Settings

• Add and Manage Tags

Integrations | User and Global Settings

• OneDrive Function

• Dropbox Integration

• Google Drive Integration

• Online Code Hosting: Send to Code Integration

• Web Central Integrated Search Integration

• Web Central Calendar Sync Integration

Meetings Settings

General | Meetings Settings

• Configure Resolution and Ordinance Numbering

• Configure Display Settings on Agendas and Minutes Summaries

• Set the Default Landing Page After Item Creation

• Manage Bookmarks for Item Files

• Manage Meeting Type Subscription Lists

• Manage Meetings Security Profiles

• Add and Manage Confidential Attachments Groups

• Manage Global Email Notification Settings

• Manage Publication of Agenda Items on the Public Portal

Meetings | Meetings Settings

• Manage Meeting Types

• Manage Agenda Custom Data

• Manage Agenda Fiscal Data

• Manage Default Text

• Manage Default Items

• Manage Auto-Creation of Item Reports

• Manage Item Categories

• Create and Manage Motion Actions

• Manage Recommended Actions

Designs | Meetings Settings

• Add & Manage Word Designs

• Minutes Setup

• Set Up Agenda Scripts

• Manage the Image Library

Snippets | Meetings Settings

• Add & Manage Text Snippets

• Create & Manage Task Snippets

• Create & Manage Group Snippets

Events and Public Portal Settings

Portal Settings

• Activate Public Portal Comments

• Manage Public Portal Customizations

• Embed or Link to the New Public Portal

Templates

• Edit Email Notification Templates

• Create and Manage Approval Templates

• Create and Manage Event Templates

• Edit Email Notification Templates

Support

• Merge Tags Master List

• Browser and Device Support

• Frequently Asked Questions

• CivicPlus Accessibility Statement

• Select Accessibility Conformance Report

Resources

• Using the Help Center