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
Navigate to Modules > Content > Agenda Center
Select the Properties tab
Scroll to and check Allow Copy to Archive Center
Note:
This allows Agendas to copy to the Archive Center
Select Save Changes
Scroll back up, select the Main tab
Select the category
Select Actions > Modify for the category
Under Associated Archive Category, select a category for the agendas and minutes to go to
Select Save Changes
Select the Agendas tab
Next to the desired agenda, click Actions
Select Copy to Archive Center
Fill in the information
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
Select Save or Save and Publish
View the agenda in the Archive Center
Navigate back to the Agenda Center, by clicking Modules > Content > Agenda Center
Select the same category that has the agenda you would like to archive
Select the Agendas tab
Next to the desired agenda, click Actions
Select Archive
Select OK to the Are you sure you want to archive this agenda? pop-up