Note : Only the Access Roles of Chair, Administrator, Board Secretary and Senior Executive can edit the agenda.
After the agenda has been published, there may be situations where you have to add a late document or make a change to the agenda.
Follow these steps to ensure to make any agenda changes to preserve all Board Member notes and annotations (that may be present) are carried over into the new version of the board pack.
Updating an existing document
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.
Please don't delete the supporting document from the agenda item, as this will remove any annotations that may be present.
Instead, you can upload and replace the document with a new version (ensuring the latest version has the same file name). This will automatically replace the existing copy with the new version while preserving any annotations that are present.
Then republish the board pack when you are ready.
Adding a new document
Open the agenda and go to the agenda item where you have to attach a new document.
Attach the document to the agenda item using the click or drop area.
To republish the Agenda on the Meeting page, look for the Agenda sub-menu at the top right and then click 'Republish.'
Any agenda 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.