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.Β
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):
Download the document
See any previous copies of documents and when they were uploaded
Change the order of documents by clicking on 'Move up' or 'Move down'
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)
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