Once your agenda is created and published, a pop-up will appear giving you the option to review or email the Board Pack (which includes the agenda).
Email the meeting notice and agenda
If you are not ready to send the full Board Pack, you can close the pop-up window.
You can instead send the official meeting notice and agenda.
To do this:
Click Agenda at the top of the agenda page.
Select Email.
This will send the meeting notice and agenda to participants without including the full Board Pack.
1. Select recipients - You can choose who you'd like to send the email to.
If someone doesn’t have login access (shown as Invitation Pending or No Access), an asterisk (*) will appear next to their name. These people won’t receive the email.
Users with the Executive/Guest role cannot receive agenda emails either.
2. Personalise the greeting: select the option that best suits your communication style.
The default greeting is “Hi,” but you can customise this.
Choose to include the recipient’s:
First name
Last name
First and last name
Have no name and leave it generic
3. Add a comment
You can include any additional context or information in the comment box before sending the email.
NOTE: If you need to make changes and republish your Agenda, you can always resend the email after you finish. Follow the same steps to resend the official notice.
In the email, the receiver will find the meeting date and details, along with a link to view the Agenda online.
The blue View Online button opens a preview of the agenda.
People on the People page with the access level of Administrator, Chair, Board Secretary, or Senior Executive can close the Agenda pop-up and edit the agenda as required.