Archive Agendas

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This article will show you how to send agendas and minutes to the Archive Center.

Important Note:

Minutes will automatically archive when an agenda archives.

Who can use this feature?

System Administrator | Owner

Instructions

  1. Sign in to your website

  2. Navigate to Modules > Content > Agenda CenterNavigate from Modules to Content then to Agenda Center.

  3. Select the Properties tab Properties tab.

  4. Scroll to and check Allow Copy to Archive Center Allow copy to archive center checkbox.

    Note:

    This allows Agendas to copy to the Archive Center

  5. Select Save ChangesSave changes button.

  6. Scroll back up, select the Main tab Main tab.

  7. Select the category Select a category.

  8. Select Actions > Modify for the category Modify option of the Actions menu.

  9. Under Associated Archive Category, select a category for the agendas and minutes to go to Associated archive category, select a category.

  10. Select Save ChangesSave changes button.

  11. Select the Agendas tab Agendas tab in the Agenda Center.

  12. Next to the desired agenda, click ActionsActions icon.

  13. Select Copy to Archive CenterCopy to archive center option.

  14. Fill in the information Fill information section 1. Fill information section 2.

    • Display Name: Add a display name

    • Archive Date: Add an archive date

    • Description: Add a brief description

    • Start Display: Allows you to have a start display date

    • End Display: Allows you to have an end display date

    • Opens In: Allows you to choose if you would like to have the agenda to open in the same window or a new window

    • Show Archives: Choose if you would like to show archives or not

  15. Select Save or Save and PublishSave or save and publish buttons.

  16. View the agenda in the Archive CenterView the agenda in archive center.

  17. Navigate back to the Agenda Center, by clicking Modules > Content > Agenda CenterNavigate from Modules to Content then to Agenda Center.

  18. Select the same category that has the agenda you would like to archive Select a category.

  19. Select the Agendas tab Agendas tab in the agenda center.

  20. Next to the desired agenda, click ActionsActions icon.

  21. Select Archive Archive option.

  22. Select OK to the Are you sure you want to archive this agenda? pop-up OK option to archive the agenda.