Archive Agendas

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

Important Note:

Minutes will automatically be archived when an agenda is archived.

Who can use this feature?

System Administrator | Owner

Archive an Agenda in the Archive Center

This article shows how to archive agendas with a copy in the Archive Center module.

1. Sign in to your website.

2. Navigate to Modules. Click the Content tab, and then select Agenda Center:

   

3. Select the Properties tab:

   

4. Locate and check the box for Allow Copy to Archive Center:

   Note:

   This allows Agendas to copy to the Archive Center.

5. Select Save Changes:

6. Navigate back in the tabs, and then select the Main tab:

   

7. Select the category:

   

8. Click the Actions button for the category:

   

9. Select Modify:

   

10. Locate the Associated Archive Category. Select a category for the agendas and minutes to go to:

11. Select Save Changes:

12. Select the Agendas tab:

    

13. Next to the desired agenda, click the Actions button:

    

14. Select Copy to Archive Center:

    

15. 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 whether you would like to have the agenda open in the same window or a new window

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

16. Select Save or Save and Publish:

    

    • Save: Saves your changes without publishing

    • Save and Publish: Saves your changes and publishes the item

17. View the agenda in the Archive Center:

    

    Note:

    After selecting a save option, you will be automatically redirected to the Archive Center. If you chose Save, your copied agenda will appear in the Unpublished Items section. If you selected Save and Publish, your copied agenda will appear in the Published Items section.

Archive the Agenda in the Agenda Center

The following steps will archive an Agenda Center item within the Agenda Center only.

1. Sign in to your site.

2. Navigate to Modules. Click the Content tab, and then select Agenda Center:

   

3. Select the category that has the agenda you want to archive:

   

4. Select the Agendas tab:

   

5. Next to the desired agenda, click the Actions button:

   

6. Select Archive:

   

7. Select OK to the Are you sure you want to archive this agenda? pop-up window:

   

Resources

• Copy Minutes to the Archive Center