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Publish Files to the Public Portal

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This article explains how to publish existing agenda files to the Agenda and Meeting Management Select Public Portal. It also provides information on how to enhance Public Portal email notifications using the Notifications Admin system.

Important Notes

Publish Files to the Public Portal

  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 the Important Note)

  3. Navigate to the Meetings module:

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

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

    An example agenda tile in the Meetings module.

  5. Click the View menu and select Agenda Files from the dropdown list:

    The View menu with the Agenda Files option highlighted.

  6. On the Agenda Files page you are directed to, scroll to the Published section:

    The Published section on an example Agenda Files page.

  7. Click the Publish button to publish agenda files (including Agendas, Packets, and Minutes):

    An orange and white Publish button with a megaphone icon in the Published section of the Agenda Files page.

  8. Fill in the Publish fields:

    The Publish window with fields that can be used to designate where, when, and how a file should be published.

    • Publish to:

      • Public Portal: Ensure this option is selected to publish files to the Public Portal

      • Board Portal: Select this option to publish files to the Board Portal instead of the Public Portal, if needed

    • 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

      • Notice to Publish:  Select an existing notice file to publish, if needed

      • Other to Publish: Select an existing other 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      • Not Published: Do not publish the file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.

        The Publish modal with a Publish on Date field and calendar picker highlighted.

      • Send Email Notifications (not depicted): Select “Yes” or “No” to indicate whether an email notification should be sent to all notification subscribers for the meeting type when the file is published

        Note:

        The “Send Email Notifications” option is only available for agendas, packets, and Minutes files. It only appears after “Published“ or “Publish on Date” is selected for one of those three file types.

        The Send Email Notifications Yes and No buttons on the Publish modal.

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

    The green, rectangular Publish button in the lower-right corner of the Publish modal.

  10. Your published files will now appear in the Published list:

    An example file in the Published list on the Agenda Files page.


Public Portal Notification Templates

The templates used for Public Portal notifications (labeled as Resident Notifications) are integrated with the CivicPlus Notifications system and have additional settings that can enhance the notification experience for those users. Please see the Manage Meeting Type Subscription Lists article for more information on available options.

A partial email notifications list with resident notifications templates highlighted.

Notifications Admin allows administrators to View Sent Messages and Analytics for any of the messages triggered when publishing content to the Public Portal.


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