Preview an Item Packet

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This article will show you how to preview an item packet for an agenda. An approver or item creator can review an item packet preview, which contains the item report(s) plus any non-confidential attachments for that item.

Instructions

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

  2. Navigate to the Meetings module:
    The Meetings module button in the left-hand navigation menu.

  3. Select the agenda with the relevant item:
    An example agenda tile in the Meetings module.

  4. Select the relevant item:
    An example Individual Reports item.

  5. Navigate to the Actions menu, then select the Item Preview option from the drop-down list:
    The Actions drop-down menu with the Item Preview option highlighted.

  6. View the Item Preview and any attachments that were uploaded for the item:
    Agenda Item Preview modal with an example item preview.

    Note:

    Only non-confidential item reports and attachments will be shown in the item packet preview.