Copy Minutes to the Archive Center

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This article walks you through copying meeting minutes from the Agenda Center to the Archive Center. This lets them be accessed alongside your other archived records.

  1. Sign in to your site.

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

    A menu showing various modules with 'Agenda Center' highlighted for easy access.

  3. Select the category with the minutes you want to copy to the Archive Center:

    Agenda Center displays categories and items. A Category is highlighted for selection.

  4. Click the Agendas tab:

    Navigation menu showing options for managing agendas in the Agenda Center interface. The Agendas tab is highlighted.

  5. Locate the desired agenda, click the Actions button:

    Agenda Center displays upcoming Board of Directors meetings and action options. The Actions button for an agenda is highlighted.

  6. Select Minutes:

    Agenda Center displays upcoming Board of Directors meetings and action options. The Minutes option is highlighted for selection.

  7. Click the Copy to Archive Center button:

    User interface for managing documents with options to save and copy files. The Copy to Archive Center button is highlighted.

  8. Fill in the information:

    Form fields for adding minutes, including display name, archive date, and description.

    • Display Name: The title or label shown for this archive item. This field is required

    • Archive Date: The date associated with this item, using the format mm/dd/yyyy. This field is required

    • Description: A text field for additional details about the item

    • Start Display: The date this item should begin appearing publicly, using the format mm/dd/yyyy

    • End Display: The date this item should stop appearing publicly, using the format mm/dd/yyyy

    • Opens In: Controls how the linked content opens when clicked

    • Show Archives: Toggles whether archived versions are shown. The default is "Yes"

  9. Select Save or Save and Publish:

    • Save: Saves your changes without publishing

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

  10. View the minutes in the Archive Center:

    Archive Center interface showing meeting minutes and options for managing items. An agenda in the published items section is highlighted.

    Note:

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