Publish Files to the Board Portal

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

Instructions

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

  2. Navigate to the Meetings module:The Meetings Module option on the left-hand navigation menu.

  3. Select the agenda containing the files you wish to publish:An example agenda tile in the Meetings module.

  4. Navigate to the View menu and select the Agenda Files option from the drop-down list:The View dropdown menu with the Agenda Files option highlighted.

    Note

    The default view is Agenda.

  5. Scroll to the Published section and click the Publish button:An orange and white Publish button with a megaphone icon in the Published section of the Agenda Files page.

  6. Click the Board Portal button:The gray, rectangular Board Portal button below the Publish modal header.

    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.

    The green, rectangular Continue button on the Different Portal popup message.

  7. Fill in the information fields:The Board Portal information fields within the Publish modal.

    • 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

  8. Click the Publish button to publish the selected file or files:The green, rectangular Publish button in the lower-right corner of the Publish modal.

  9. Your file(s) will now appear in the Published list:An example agenda file within the Published files list.