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Appendices in the Agenda - new UI

How to use the governance documents to link additional reading to board packs

Rajit Theodore avatar
Written by Rajit Theodore
Updated over a week ago

To use the Governance Documents to link additional reading/appendices for Board packs to an agenda:

  1. Add a Folder in the Governance Documents

  2. Upload a document to the folder

  3. Click on the three dots at the end and click Copy Link

You can paste the link into the description field of an agenda item using the link button.

Or, if you prefer not to add the link to an agenda item, you can paste it into the Meeting Notes field on your Meeting Details page. Add your link text, highlight it, and open the link tool on the right.

Paste the link into the URL field and click save.

This is how your link will appear in your Agenda.

Additional Resources:

The Problem with Board Meeting Packs Whitepaper Download

Or check out our Webinars, Blogs and Guides in our Resource Centre

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