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Attach documents to the Agenda - new UI

Upload supporting documents from your computer into the agenda

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

Supporting documents for the upcoming meeting are attached directly to the agenda item they relate to.

Note : Only the Access Roles of Chair, Administrator, Board Secretary and Senior Executive can add documents and edit the agenda.

Go to the agenda details page of your meeting and click on the agenda item you want to upload papers for.


The agenda details page of your meeting appears when you select 'Edit Agenda'.


Select an agenda item and use one of the two areas available to upload your supporting document.

Supporting Documents can be uploaded from your computer via click or drop or linked from the Governance Documents area (repository).

The documents will be listed in the same order of the upload into the agenda. 

  • The same listed order will appear in the agenda and the board pack

  • Change the order by dragging the documents into the desired order

Note : Documents listed in the agenda will be incorporated into a board pack after you Publish the Agenda.

Move / Delete Supporting Documents

From the context menu (3 dots on the end):

  1. Download the document

  2. See any previous copies of documents and when they were uploaded

  3. Change the order of documents by clicking on 'Move up' or 'Move down'

  4. Delete a document (Note: if anyone has made any annotations on this document a warning pop-up will appear that annotations are present on this document will also be deleted)

Related articles:

Adding a Spreadsheet Document

Publish the Agenda

Edit a Published Agenda
​Document Security

Link a document in the repository to the agenda

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