Publish Files to the Board Portal

This article will show you how to publish existing Agenda Files to the Board Portal.

Important Note

You must generate or upload files before you can publish them to the Board Portal. View the articles below for instructions on how to create or add files to the system.

• Generate an Agenda and Agenda Packet

• Upload an Agenda and Agenda Files

• Generate or Upload a Minutes File

Instructions

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

2. Ensure the files you wish to publish have already been created or uploaded in the system (see Important Note above this section)

3. Navigate to the Meetings module:

   

4. Select the agenda containing the files you wish to publish:

5. Navigate to the View menu and select the Agenda Files option from the drop-down list:

   

   Note:

   The default view is Agenda.

6. Scroll to the Published section and click the Publish button:

   

7. Click the Board Portal button:

   

   Note:

   A popup will appear any time you switch from a portal with active files to a different portal. Ensure changes to the files in your current portal have been published before clicking the Continue button.

   

8. Fill in the information fields:

   

   • Agenda to Publish: Select an Agenda to publish to the board portal

     • Not Published: Will not publish files

     • Published: Will publish files immediately

     • Publish on Date: Will publish on a selected future date

     • Send Email Notifications (appears after "Published" or "Publish on Date" has been selected): Choose whether to send an email notification

   • Packet to Publish: Select an Agenda Packet to publish to the board portal

     • Not Published: Will not publish files

     • Published: Will publish files immediately

     • Publish on Date: Will publish on a selected future date

     • Send Email Notifications (appears after "Published" or "Publish on Date" has been selected): Choose whether to send an email notification

   • Minutes to Publish: Select Minutes to publish to the board portal

     • Not Published: Will not publish files

     • Published: Will publish files immediately

     • Publish on Date: Will publish on a selected future date

     • Send Email Notifications (appears after "Published" or "Publish on Date" has been selected): Choose whether to send an email notification

9. Click the Publish button to publish the selected file or files:

   

10. Your file(s) will now appear in the Published list: