View All Attachments on an Agenda

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This article will show you how to view a list of all attachments that are associated with a specific agenda. For more information about agenda attachments, see the Agenda Attachments Page article.

Important Note

You must have the “View: Agenda Attachments” permission enabled in your Security Profile to access the Agenda Attachments page.

Instructions

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

  2. Navigate to the Meetings module:

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

  3. Select the agenda that you wish to add a speaker to:

    An example agenda card.

  4. Navigate to the View menu and choose Agenda Attachments from the dropdown list:

    The Agenda View menu with the Agenda Attachments option highlighted.

    Note:

    The “Agenda Attachments” option is only visible when the “View: Agenda Attachments” permission enabled in your Security Profile.

    The Agenda Attachments section on the Agenda Attachments page.

  5. Click an item name to quickly jump from the Agenda Attachments page to the Item Fields page associated with an attachment's item, if desired:

    An example item name in the Item column.

  6. Click an attachment name to see what the attachment looks like, if desired:

    An example attachment link in the Attachment column.

  7. Toggle the Minutes toggle on or off to indicate whether an attachment should be included in Minutes for the meeting:

    The Inlcude in Minutes toggle, which appears in the Minutes column, switched off.

  8. Publish or unpublish attachments by clicking the related toggle switch in the On Portal column:

    The Agenda Attachments On Portal toggle.

    Note:

    The On Portal toggle controls which attachments show a direct link on the public portal. This does not remove the attachment from the Agenda Packet.

  9. Click on the Edit button (in the Actions column) related to an attachment to change the name of the attachment, if desired:

    The Agenda Attachments Actions column Edit button.