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 these articles for instructions on how to create or add files to the system:
Instructions
Sign in to the system if you have not already
Ensure the files you wish to publish have already been created or uploaded in the system (see the Important Note)
Navigate to the Meetings module:
Select the agenda containing the files you wish to publish:
Navigate to the View menu and select the Agenda Files option from the dropdown list:
Note:
The default view is Agenda.
On the Agenda Files page that you are directed to, scroll to the Published section:
Click the Publish button:
Click the Board Portal button:
Note:
A pop-up 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:
Fill in the Publish fields:
Files to publish:
Agenda to Publish: Select an existing agenda to publish, if needed
Packet to Publish: Select an existing agenda packet to publish, if needed
Minutes to Publish: Select an existing Minutes file to publish, if needed
Publication options:
Not Published: Do not publish the file
Published: Publish the file immediately
Publish on Date: Publish the file automatically at midnight on a future date
Note:
If “Publish on Date” is selected, you can select the desired publication date in the calendar picker pop-up that appears.
Send Email Notifications (not depicted): Select “Yes” or “No” to indicate whether an email notification should be sent to board members when the file is published
Note:
The “Send Email Notifications” option only appears after “Published“ or “Publish on Date” is selected.
Click the Publish button to publish the selected file or files:
Your files will now appear in the Published list:
