Remove a Previous Agenda Version

This article will show you how to remove a previous version of an Agenda.

Important Note:

• Agenda Center is the only module for which you must be an Owner to Publish.

• Attaching Minutes counts as a modification.

• There will be a new URL, so the link sent out with a notification will no longer work.

Who can use this feature?

System Administrator | Owner

Instructions

1. Sign in to your site.

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

   

3. Select the category that you want to modify:

   

4. Click on the Agendas tab:

   

   Note:

   Ensure that your agenda is complete.

5. Find the Agenda you want to modify and click the Actions button:

   

6. Select Unpublish:

   

   Note:

   The unpublished Agenda will now go into Draft status:

   

7. On the same Agenda, click Actions, and then select Copy:

   

8. Review the copied fields and edit as needed:

   

   • Meeting Date: Enter the date of the meeting

   • Upload an Agenda: Select to upload an agenda document for the meeting

   • Description: Enter agenda or meeting description

   • Link to Media: Enter a URL for an online video or audio recording associated with the meeting

     • Open in New Window: Select to open the media link in a new browser window or tab

   • Video: Select if the media link is a video

   • Audio: Select if the media link is an audio recording

   • File For Agenda: Displays an uploaded agenda file. Select the X to remove the file, if needed

   • Upload File For Minutes: Select Choose File to upload files directly from your computer

     Note:

     Check the Convert to PDF checkbox if you want to convert the uploaded minutes document to PDF.

9. Click the Save and Publish button:

   

10. A notification window opens with options for when to send the notification:

    

    • Subject: Add subject heading

    • Comments: Enter a brief description of the new agenda

    • Mobile Text or Push Message: Enter the message sent to mobile subscribers

    • Include Link to Item: Select to include a link to the published agenda in the notification

    • Send: Select when to send the notification

      • On Meeting Date: Send the agenda on the meeting date previously set

      • Immediately: Sends the agenda immediately

      • X Number of Days in Advance: Enter the number of days before the meeting date to send the agenda

    • Send: Send the notification to subscribers

    • Don't Send: Publish the agenda without sending a notification

    • Cancel: Close the window without publishing the notification

      Note:

      The notification will be sent to those who have signed up for Notify Me® for the selected Agenda category

11. The new copy appears on the Agendas tab:

    

12. Delete the original copy, which has a Draft status. Click Actions, then select Delete: