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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Add Attachments to Agenda Items

  • Updated:

Each item on an agenda can have attachments uploaded to it so that they will appear in the agenda packet. This article will show you how to add attachments to agenda items.

 

Important Note

The system will accept the most frequently used file types such as Word, Excel, and all picture formats, among others.

 

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Upload an Attachment from Your Computer

 

  1. Sign in to your solution if you have not already
  2. Navigate to the Meetings module
    The Meetings module button in the left-hand navigation menu.
  3. Select the desired agenda
    An example agenda in the Meetings module.
  4. Select the desired item
    An example agenda item.
  5. Navigate to the View menu and select the Item Files option from the drop-down list
    The View menu with the Item Files option highlighted.
    Note: The default view is Item Fields.
  6. Click the Add Attachments button
    The white, rectangular Add Attachments button to the right of the Attachments header.
  7. Ensure that the Upload tab is selected
    The Add Attachment modal with the purple, rectangular Upload tab highlighted.
  8. Select the preferred Attachment settings
    The Upload attachment fields on the Add Attachment modal.
    • Show Link on Public Portal: Indicate whether the attachment link is viewable on the Public Portal
    • Confidential (required): Makes the attachment Non-Confidential or Confidential to the desired confidential attachments group
    • Drop or Select File to Upload: Upload or drag and drop files directly from your computer
      Note: If uploading a PDF (Portable Document Format) file, the system will automatically run the file through an optimization process to attempt to reduce the file size and improve viewing on the web. The original PDF will not be retained in the system.
  9. Edit the Attachment Name, if desired
    The Attachment Name field.
  10. Click the Add Attachment button
    The green, rectangular Add Attachment button in the lower-right corner of the Add Attachment modal.
  11. Click the Save Item button
    The green, rectangular Save Item button to the right of the View menu.
  12. View and edit the attachment on the Item Files page
    An example file in the Attachments list.

 

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Upload a Google Drive Document As an Attachment

 

  1. Sign in to your solution if you have not already
  2. Navigate to the Meetings module
    The Meetings module button in the left-hand navigation menu.
  3. Select the desired agenda
    An example agenda in the Meetings module.
  4. Select the desired item
    An example agenda item.
  5. Navigate to the View menu and select the Item Files option from the dropdown list
    The View menu with the Item Files option highlighted.
    Note: The default view is Item Fields.
  6. Click Add Attachments
    The white, rectangular Add Attachments button to the right of the Attachments header.
  7. Click the Google Drive tab on the Add Attachment modal that appears
    The white, rectangular Google Drive tab at the top of the Add Attachment modal.
    Note: If you do not see the Google Drive tab, you will need to contact Support to enable the Google Drive integration.
  8. Fill in the Attachment fields
    The Google Drive information fields on the Add Attachment modal.
    • Name (required): Enter a name for the attachment
    • Show Link on Public Portal: Click "Yes" or "No" to indicate if a link to the attachment should be visible on the Public Portal
    • Confidential (required): Check the boxes in this section to make the attachment Non-Confidential or Confidential to specific Confidential Attachments groups
    • Shared Google URL (required): Enter a publicly visible Shared Google URL (Uniform Resource Locator) for the attachment
      Note: If you enter a URL that is not publicly visible, you will get an "Unable to verify One Drive URL. Please check the file URL and try again" message.
  9. Click the Add Attachment button
    The green, rectangular Add Attachment button in the lower-right corner of the Add Attachment modal.
  10. Click the Save Item button
    The green, rectangular Save Item button to the right of the View menu.
  11. The attachment has been added
    An example Google Drive file in the Attachments list.
  12. When a packet that uses the attachment is created, the system will pull the most recent version of the file from Google Drive

 

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Upload a OneDrive File As an Attachment

 

  1. Sign in to your solution if you have not already
  2. Navigate to the Meetings module
    The Meetings module button in the left-hand navigation menu.
  3. Select the desired agenda
    An example agenda in the Meetings module.
  4. Select the desired item
    An example agenda item.
  5. Navigate to the View menu and select the Item Files option from the drop-down list
    The View menu with the Item Files option highlighted.
    Note: The default view is Item Fields.
  6. Click the Add Attachments button
    The white, rectangular Add Attachments button to the right of the Attachments header.
  7. Click the OneDrive tab on the Add Attachment modal that appears
    The Add Attachment modal with the white, rectangular OneDrive tab highlighted.
  8. Fill in the Attachment fields
    The Add Attachment modal with the OneDrive tab fields.
    • Name (required): Enter a name for the attachment
    • Show Link on Public Portal: Click "Yes" or "No" to indicate if a link to the attachment should be visible on the Public Portal
    • Confidential (required): Check the boxes in this section to make the attachment Non-Confidential or Confidential to specific Confidential Attachments groups
    • OneDrive Shared File Link (required): Enter a publicly visible OneDrive Shared File Link for the attachment
      Note: If you enter a URL (Uniform Resource Locator) that is not publicly visible, you will get an "Unable to verify One Drive URL. Please check the file URL and try again" message.
  9. Click the Add Attachment button
    The green, rectangular Add Attachment button in the lower-right corner of the Add Attachment modal.
  10. Click the Save Item button
    The green, rectangular Save Item button to the right of the View menu.
  11. The attachment has been added
    An example OneDrive file in the Attachments list.
  12. When a packet that uses the attachment is created, the system will pull the most recent version of the file from OneDrive

 

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