This Get Started Guide provides direct links to articles that will walk you through step-by-step instructions on how to manage your agendas and meetings with Agenda and Meeting Management Select, formerly known as CivicClerk.
Important Note
- The features and functions available to you may vary depending on your organization's preferences and the roles and permissions assigned to your user account.
Article Navigation
- Log In
- System Basics
- Add and Manage Agendas
- Add and Manage Items
- Add and Manage Events
- Add and Manage Video
- Add and Manage Minutes
- Board Portal
- Analytics
- Boards & Committees Module
- Additional Features
- User and Global Settings
- Meetings Settings
- Events and Public Portal Settings
- Support
Not finding what you are looking for? View additional resources
Log In
System Basics
- User Menu Options
- Navigate Card View
- MyClerk Homepage Filters
- Use the Search Function
- Agenda Filters
- Event Filters
Add and Manage Agendas
- Agendas Walkthrough
- Agenda Details Overview
- Create and Link an Agenda
- Save and Add New Agendas
- Upload an Agenda and Agenda Files
- Use Bulk Actions on an Agenda
- Add a Section
- Select a Section Layout
- Edit Section and Item Order
- Lock and Unlock an Agenda
- Delete an Agenda
- Generate the Agenda and Agenda Packet
- Email Agenda Files
- Delete an Agenda File
- Publish Files to the Public Portal
- Publish Files to the Board Portal
- Send Files to Dropbox
- Assign Tasks
- Change a Linked Event
- View All Attachments on an Agenda
- Agenda Timeline
- Find a Missing Agenda
Add and Manage Items
- Create or Add an Agenda Item
- Edit an Item
- Copy an Item
- Move an Item
- Tag an Item
- Add Attachments to Agenda Items
- Re-order Attachments for an Agenda Item
- Message Within Item Comments
- Bulk Add Notes
- Edit the Script of an Agenda Item
- Select an Item Layout
- View Item History
- Lock and Unlock an Item
- Delete an Item
- Use Resolution and Ordinance Numbering
- Create an Item Report
- Edit an Item Report
- Start Approvals
- Approval Actions
- Add an Approval
- Reorder Approvals
- Track Changes/Versions
Add and Manage Events
- Create a One-Time Event
- Create a Recurring Event
- Edit an Event Summary
- Edit Event Details
- Publish an Event to the Public Portal
- Delete a Single Event
- Use Closed Captioning and Transcription Services on Events
- Set Captioning and Transcription Services on Event Templates
Add and Manage Video
General
- Set an Event to Live
- Turn On/Off Multi-Stream
- Upload Videos for On-Demand Viewing
- Download Event Media
Streaming
- Video Streaming Process
- Video Streaming Equipment
- Stream Quality Configuration
- Pause Live Stream
- Auto-Set an Event to Live or Auto-End a Live Event
- Bookmark a Video on Demand With a Known Timestamp
- Bookmark a Video on Demand Without a Known Timestamp
- Reorder Video Bookmarks
- Delete a Video Bookmark
- Generate an Embed Code for a CivicPlus Media Live Stream
CivicPlus Media
- CivicPlus Media Video Format
- CivicPlus Media's Zoom Integration
- Streaming Zoom Meetings to CivicPlus Media
- Streaming YouTube Live to CivicPlus Media
- Streaming Webex Meetings to CivicPlus Media
Add and Manage Minutes
Board Portal
User Settings
- Create a New Board Portal User
- Create a New Board View User
- Enable and Assign Chair View in the Board Portal
Meeting Actions
- Sign In to the Board Portal
- Navigate an Agenda in the Board Portal
- Add Agenda Notes in the Board Portal
- View Agenda Notes in the Board Portal
- Annotate Documents in the Board Portal
- Request Speaking Rights in the Board Portal
- View Minutes in the Board Portal
- View Media in the Board Portal
Analytics
Boards & Committees Module
Settings
- Configure Drop-Down Options
- Set Up an Email Template
- Edit an Email Template
- Delete an Email Template
- Set Up a Letter Template
- Edit a Letter Template
- Delete a Letter Template
Dashboards
Boards
- Create a Board
- Edit Board Details
- Delete a Board
- Add Members to a Board Roster
- Edit a Member of a Board Roster
- Delete a Board Roster Member
- Add Meetings to a Board
- Edit Meetings in a Board
- Delete a Board Meeting
- Add Board Attachments
- Edit Board Attachments
- Delete a Board Attachment
- Send an Email to a Board
People
- Create a Person
- Edit a Person
- Delete a Person
- Use the People Filters
- Add Attachments to a Profile
- Create a Letter
Additional Features
Formatting
User and Global Settings
General
Departments
Users
- Create a New User from a Blank Template
- Create a New User from a Copy of an Existing User
- Edit User Details
- Edit User Access
- Remove User Access
- Manage Backup Approvers
Teams
Boards
Tags
Integrations
Meetings Settings
General
Meetings
- Manage Meeting Types
- Manage Agenda Custom Data
- Manage Agenda Fiscal Data
- Manage Default Text
- Manage Default Items
- Manage Auto-Creation of Item Reports
- Manage Item Categories
- Manage Motions
- Manage Recommended Actions
Designs
Templates
- Add Text Snippets
- Edit Text Snippets
- Edit Email Notification Templates
- Manage Meeting Type Subscription Lists
- Manage Meetings Security Profiles
Events & Public Portal Settings
Portal Settings
- Activate Public Portal Comments
- Manage Public Portal Customizations
- Embed or Link to the New Public Portal
Support
- Contact Support
- Use Live Chat
- View Your Support Tickets
- Browser and Device Support
- Frequently Asked Questions
Resources
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