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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 this week

Papers for the upcoming board meeting are attached directly to the agenda item they relate to.

Go to the agenda detail page for your meeting and click on the agenda item you want to load papers for.

Supporting Documents can be uploaded from your computer via click or drop. 

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​

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