Skip to main content

Search

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.

Select a Section Layout

  • Updated:

This article will show you how to select a different Section Layout in an agenda.

 

Important Note

The ability to edit sections and item orders may be restricted based on a user's permission level.

 

 

Instructions

  1. Sign in to the system if you have not already
  2. Navigate to the Meetings module
    The Meetings Module option on the left-hand navigation menu.
  3. Select the agenda containing the section you wish to edit
    An example agenda tile in the Meetings module.
  4. Click the Select button
    The white, rectangular Select button below the Go to Minutes button.
  5. Click the Select All button to automatically select all sections and items, or check the checkboxes next to the specific section(s) you wish to edit
    The white, rectangular Select All button and the section checkboxes.
  6. Click the Layout button
    The white, rectangular Layout button to the right of the Back to Agenda button.
  7. Click the Prev (Previous) and Next buttons when editing multiple section layouts to navigate between sections
    The purple, rectangular Previous and Next buttons.
  8. Click the Edit Layout button to customize the HTML Layout of the section
    The purple, rectangular Edit Layout button to the right of the Previous and Next buttons.
  9. Click the text field to update the content of the section layout
    The Edit Layout modal text field.
  10. Use the Text Formatting, Paragraph Formatting, and Table Wizard tools to customize your layout, if desired
    The Edit Layout modal's text and paragraph tools.
    Note: Editing the HTML Layout allows you to customize the way a section is formatted on the agenda but is not required.
  11. Click the Save Changes button to save the HTML Layout
    The green, rectangular Save Changes button in the lower-right corner of the Edit Layout modal.
  12. Choose your saved Custom layout from the drop-down
    The Layout dropdown list with the Custom layout option highlighted.
  13. Or select a pre-existing layout from the Layout dropdown list
    The Layout dropdown list with existing layout options highlighted.
  14. Click the Select Layout button to apply the selected layout to the section
    The green, rectangular Select Layout button between the Previous and Next and Edit Layout buttons.
    Note: This button will only appear when your selected layout differs from the Current Layout displayed at the bottom of the screen.
  15. Click the Close Window button to return to editing your agenda
    The white, rectangular Close window button in the lower-right corner of the Edit Layout modal.
    Note: The agenda layout will only change for associated events.
  16. Agendas and agenda packets will now appear formatted with your desired layout

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.