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Preview Agenda Files

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You can preview generated PDF agenda files directly in the Meetings module without downloading them. The built-in PDF Viewer lets you review the file, search its contents, print, and more before downloading, sharing, or publishing it.

This article explains how to preview an agenda file and use the available PDF Viewer tools.

Instructions

  1. Sign in to the system if you have not already

  2. Navigate to the Meetings module:

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

  3. Select the meeting that has the agenda file you wish to preview:

    An example agenda tile in the Meetings module.

  4. Navigate to the View menu and select the Agenda Files option from the dropdown list:

    The View menu with the Agenda Files option highlighted.

  5. Navigate to the Created/Uploaded section:

    The Created Uploaded section on an example Agenda Files page.

  6. Click the Preview button (eyeball icon) to the right of the agenda file you wish to view:

    The Preview button to the right of an example agenda file.

  7. View a preview of your file in the PDF Viewer:

    An example agenda file in a PDF Viewer.

  8. Use the PDF Viewer’s tools to change the display of your file preview or to interact with the document, if desired:

    The agenda file PDF Viewer toolbar.

    • Toggle Sidebar (rectangle and square icon): Show or hide a sidebar with additional PDF Viewer tools

    • Find in Document (magnifying glass icon): Click to display a search box that you can use to locate specific text within the agenda file preview

    • Previous Page (up arrow icon): Navigate to the page before the one you are currently viewing

    • Next Page (down arrow icon): Navigate to the page after the one you are currently viewing

    • Page: Manually enter the page number of the page you wish to view

    • Zoom Out (minus icon): Make the content in the viewing window smaller

    • Zoom In (plus icon): Make the content in the viewing window bigger

    • Zoom: Select a Zoom preference or percentage

    • Highlight (highlighter icon): Highlight text within the agenda file preview

    • Text (capital T icon): Type text in the color and size of your choice onto the agenda file preview

    • Draw (pencil icon): Freehand draw on the agenda file preview

    • Add or Edit Images (image icon): Upload an image from your device onto the agenda file preview

    • Print (printer icon): Open a print dialog box that can be used to print one or more pages of the agenda file preview according to your preference

    • Save (folder and down arrow icon): Download a Copy of the agenda file preview with any changes you have made in the PDF viewer

    • Tools (double right-arrow icon): See additional PDF Viewer tools, such as Document Properties and clockwise and counterclockwise rotation

  9. Click the Close Window button to exit the PDF Viewer and return to the Agenda Files page when you are done:

    The white Close Window button in the lower-right corner of an Item Report preview modal.