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Add Attachments to Agenda Items

Alyssa Cook
  • Updated

 

Overview

Each item can have attachments uploaded to it so that they will appear in the agenda packet.

 

Important Note

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

 

Instructions 

  1. Navigate to the Meetings module
    The Meetings module on the left-hand navigation menu.
  2. Select the Agenda the item is currently on
    The City Council Legislative Session tile in the agenda list.
  3. Select the Item 
    The Individual Reports item in the Roll Call section of the agenda.
  4. Select View and choose Item Files
    The item's View menu options with the Item Files option highlighted.
    • Note: The default view is Item Fields
  5. Select Add Attachments 
    The Add Attachments button.
    • Note: If uploading a PDF file, CivicClerk 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 CivicClerk.
  6. Select Attachment settings
    The Add Attachment pop-up window.
    • Show Link on Public Portal: Determines whether the attachment link is viewable on the Public Portal
    • Confidential: Makes the attachment Non-Confidential or Confidential to the current Department (e.g. City Council)
    • Drop or Select File to Upload: Upload or drag and drop files directly from your computer
  7. Select Add Attachment 
    The Add Attachment pop-up window's Add Attachment button.
  8. View and edit attachments on the Item Files page 
    The Weekly Check-In attachment now appears in the attachments list.

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