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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.

Bulk Add Notes

  • Updated:

This article will show you how to bulk-add notes to multiple items or sections. The notes feature allows you to add notes to multiple items or agenda sections, with options to multi-select and select all options.

 

Instructions

 

  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 tile in the Meetings module.
  4. Click the Select button to edit agenda sections and items
    A white, rectangular Select button.
  5. Click the Select All button to add notes to all items and sections
    A white, rectangular Select All button that can be clicked to auto-select all items on the agenda.
  6. Or click checkboxes next to specific items or sections to only add notes to those options
    Example agenda section and item checkboxes.
  7. Click the Note button
    A white, rectangular Note button.
  8. Enter notes for all desired items and sections
    A text box in the Note column on the Add Notes modal.
  9. Click the Add Notes button to add notes to the selected items and sections
    A green, rectangular Add Notes button in the bottom-right corner of the Add Notes modal.
  10. The notes have been bulk-added

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