Upload Minutes with Simple Agendas

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Who can use this feature?

System Administrator | Owner | Publisher

Upload Minutes to a New Simple Agenda

  1. Sign in to your site

  2. Navigate to Modules
    Modules drop down in the Toolbar.

  3. Click Content
    Content tab in the Modules menu.

  4. Click Agenda Center
    Agenda Center Module URL in the Modules menu.

  5. Select the category the agenda will live under Example of an Agenda Center category.

  6. Select Add AgendaAdd Agenda button.

  7. Check Upload an agenda
    Upload an agenda toggle check box.

  8. Click OK in the warning modal
    OK button in the agenda warning modal.

  9. Enter a Meeting Date and Description
    Meeting Date and Description text entry fields.

  10. Click the Choose File button below the Upload File - For Minutes
    Choose File button under the Upload File For Minutes header.

  11. Locate the file on your computer and click Open

  12. Choose a Save option Save, Save and Publish, and Publish and Add to Calendar buttons.

    • Save: Will save the agenda without publishing it to the live site

    • Save and Publish: Will save the agenda and publish it to the live site

    • Publish and Add to Calendar: This will publish the agenda and add it to the calendar

    • Save and Preview: Will save the agenda and allow you to preview

    • Cancel: This will not save the agenda

Upload Minutes to an Existing Simple Agenda

  1. Sign in to your site

  2. Navigate to Modules
    Modules drop down in the Toolbar.

  3. Click Content
    Content tab in the Modules menu.

  4. Click Agenda Center
    Agenda Center Module URL in the Modules menu.

  5. Select the category the agenda will live under Example of an Agenda Center category.

  6. Click Actions for the Agenda
    Actions button for an existing Agenda.

  7. Click Add Minutes
    Add Minutes button in the Agenda Actions menu.

  8. Check the Upload minutes document box
    Upload minutes document checkbox toggle.

  9. Click OK in the warning modal
    OK button in the agenda warning modal.

  10. Click the Choose File button
    Choose File button below the Upload File header.

  11. Locate the file on your computer and click Open

  12. Click a Save option
    Save and Save and Publish buttons.

    • Save: Will save the agenda without publishing it to the live site

    • Save and Publish: Will save the agenda and publish it to the live site