Once you have created and published your agenda, a pop-up window will appear.
From here, you can:
Review the Board Pack (which includes the agenda), or
Email the Board Pack to attendees
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.
Send the meeting notice and agenda
When emailing the meeting notice and agenda, you can customise who receives it and how it appears.
Select recipients
Choose who you would like to send the email to.
If someone does not have login access (shown as Invitation Pending or No Access), an asterisk (*) appears next to their name. These people will not receive the email.
Users with the Executive or Guest role cannot receive agenda emails.
Personalise the greeting
Select the greeting that best suits your communication style.
The default greeting is Hi, but you can customise this.
You can choose to include the recipient’s:
a. First name
b. Last name
c. First and last name
d. No name (leave it generic)
Add a comment
Enter 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 with the access level of Administrator, Chair, Board Secretary, or Senior Executive can close the agenda pop-up and edit the agenda as required.