You can manage agenda item attachments in the Meetings module by editing attachment settings, replacing attachment files, or deleting attachments.
Attachment settings, such as the attachment name, Public Portal visibility, Minutes inclusion, and confidentiality status, can be updated at any time. Existing attachment files can be replaced using a file from your computer or through supported integrations with Google Drive and OneDrive.
After making changes, you may need to regenerate and republish the agenda packet so your updates appear in the Public Portal and Board Portal.
This article explains how to edit or replace an agenda item attachment and how to delete an attachment. To learn more about working with attachments, see the Agenda Attachments Page, Add Attachments to Agenda Items, and Reorder Attachments for an Agenda Item articles.
Edit or Replace an Attachment
Sign in to your solution if you have not already
Navigate to the Meetings module:
Select the agenda with the attachment you wish to edit or replace:
Select the item with the attachment you wish to edit or replace:
Navigate to the View menu and select the Item Files option from the dropdown list:
Note:
The default view is Item Fields.
Navigate to the Attachments section:
Click the Edit button (purple pencil icon) to the right of the desired attachment:
Update the attachment settings as needed:
Attachment Name (required): Update the attachment name, if desired
Show Link on Public Portal: Select Yes or No to indicate whether the attachment link should be viewable on the Public Portal
Show Attachment in Minutes: Select Yes or No to indicate whether the attachment should be automatically appended to the end of the final Minutes PDF generated by the system
Confidential (required): Makes the attachment Non-Confidential or Confidential to the selected confidential attachments group
Note:
Confidential attachments cannot be included in Minutes. Attempting to do so prompts a warning.
Replace the attachment file if needed:
To replace a file originally uploaded from a computer: Click the file field to select a replacement file from your computer’s File Explorer, or drag and drop the replacement file on top of the existing file:
Note:
If you upload a PDF, the system automatically optimizes the file to reduce its size and improve web viewing. The original PDF is not retained.
To replace a file uploaded using the Google Drive integration with a new Google Drive file: Remove the existing URL from the Shared Google URL field, then paste the new Google Drive file’s URL into the field:
Note:
The visibility of the Google URL entered into the Shared Google URL field must be set to "anyone with the link can view" for the attachment portion of the integration to work.
To replace a file uploaded using the OneDrive integration with a new OneDrive file: Remove the existing URL from the OneDrive Shared File Link
field, then paste the new OneDrive file’s URL into the File Link field:
Note:
You must use a publicly accessible URL in the OneDrive Shared File Link field for the function to work.
Click the Save button:
Click the Save Item button:
View and manage the attachment on the Item Files page as needed:
Regenerate the agenda packet and publish the updated version to the Public Portal and Board Portal if needed
Delete an Attachment
Sign in to your solution if you have not already
Navigate to the Meetings module:
Select the agenda with the item attachment you wish to delete:
Select the item with the desired attachment:
Navigate to the View menu and select Item Files:
Note:
The default view is Item Fields.
Navigate to the Attachments section:
Click the Delete button (red trash can icon) to the right of the desired attachment:
Click the Delete Item Attachment button on the Delete Item Attachment pop-up message that appears to confirm the deletion:
Click the Save Item button:
Regenerate the agenda packet and publish the updated version to the Public Portal and Board Portal if needed