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Adding late documents to the Published Agenda (NEW UI)

How to update documents to the agenda after the board pack has been published

Vicki van Eeghem avatar
Written by Vicki van Eeghem
Updated over a week ago

Once you have published the agenda, there may be situations where you have to add a late document or add a new one to the agenda.

Please follow these steps to make sure any Board Member notes/annotations (if any are present) are preserved and carried over into the new version of the board pack.

Updating an existing document

  1. From the Meeting Details page of your meeting, you can click on 'Edit Agenda' and identify the agenda item with the document you want to update.

  2. Please don't delete the supporting document from the agenda item, as this will remove any annotations, if any are there.

  3. Instead, you can upload and replace the document with a new version (ensuring the latest version has the same file name), automatically replacing the existing copy with the new version and preserving any present annotations.

  4. Then, when ready, republish the board pack.

Adding a new document

  1. Open the agenda and go to the agenda item where you have to attach a new document.

  2. Attach the document to the agenda item using the click or drop area.

  3. To republish the Agenda on the Meeting page, look for the Agenda sub-menu at the top right and then click 'Republish.'

Any changes you make, including the updated document(s), will be incorporated into a new version of the board pack, and all annotations present will automatically be carried over to the latest version.

You can email the board a new board pack notice and mention your changes in the comments area, or republish without sending a notice.

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