Important:
Only users with the Chair, Administrator, Board Secretary, or Senior Executive access role can add documents and edit the agenda.
Upload supporting documents
Supporting documents for an upcoming meeting are attached directly to the agenda item they relate to.
Open the meeting agenda and click Edit Agenda.
Select the agenda item you want to upload documents for.
Upload your supporting document using either of the available upload areas.
Upload documents from your computer by clicking to browse or dragging and dropping files.
Alternatively, link documents from the Governance Documents repository.
Manage document order
Attached documents are listed in the order they are uploaded.
This order is maintained in:
The agenda
The Board Pack
To change the order, drag and drop documents into the required position.
Document behaviour
Note:
Attached documents appear as links within the agenda item and are included in full at the end of the Board Pack.
Tip:
If you do not want the entire file included in the Board Pack, consider linking to a document stored in Governance Documents instead.
Important:
Documents attached to the agenda are added to the Board Pack when the agenda is published.
If you attach a document after publishing the agenda, you must republish the agenda for the document to appear in the Board Pack.
Move or delete supporting documents
Use the More actions menu (three dots) beside a document to manage it.
Available actions include:
Download the document
View previous versions and upload dates
Move the document up or down in the list
Delete the document
Important:
If annotations have been added to a document, deleting the document will also delete those annotations. A warning message will appear before the document is removed.
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