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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.

Generate an Agenda and Agenda Packet

  • Updated:

This article will show you how to generate an agenda and agenda packet.

 

For instructions on how to upload an agenda created or updated outside of Agenda and Meeting Management Select, view our Upload an Agenda and Agenda Files article.

 

 

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 desired agenda
    An example agenda tile in the Meetings module.
  4. Navigate to the View menu and select the Agenda Files option from the dropdown list
    The View menu dropdown with the Agenda Files option highlighted.
  5. Click the Create/Upload button in the Created/Uploaded section
    The white, rectangular Create/Upload button to the right of the Created/Uploaded section header.
  6. Ensure that the Create tab is selected
    The purple, rectangular Create tab below the Create/Upload modal header.
  7. Fill in the information fields
    The Create tab information fields.
    • File to Create (required): Ensure that the Agenda option is selected within the dropdown list
    • File Name (required): Enter a name for the agenda file
    Note: You must generate an agenda before you generate an agenda packet.
  8. Click the Create File button
    The green, rectangular Create File button in the lower-right corner of the Create/Upload modal.
  9. The agenda has been created and can now be found in the Created/Uploaded section
    An example agenda in the Created/Uploaded list.
  10. Click the View PDF (Portable Document Format) File, View Word File, or View HTML (HyperText Markup Language) icons to the right of the agenda to download the agenda file to your device
    Example agenda file icons.
  11. To create an agenda packet, click the Create/Upload button again
    The white, rectangular Create/Upload button to the right of the Created/Uploaded section header.
  12. Ensure that the Create tab is selected
    The purple, rectangular Create tab below the Create/Upload modal header.
  13. Fill in the information fields
    The information fields that appear when Agenda Packet is selected in the File to Create field.
    • File to Create (required): Click this field and select the Agenda Packet option from the dropdown list
    • File Name (required): Enter a name for the Agenda Packet file
    • Agenda for Packet: Click this field and select the agenda you wish to use for the packet from the dropdown list
    • Regenerate Agenda Item Reports: Check this checkbox to automatically report on item edits
    • Include Non-Confidential Attachments: Check this checkbox to include any non-confidential attachments in the packet
    • Include Confidential Attachments Available To: Click this field and select the confidential attachments groups you wish to make any confidential attachments available to, if desired
  14. Click the Create File button to generate the agenda packet
    The green, rectangular Create File button in the lower-right corner of the Create/Upload modal.
  15. The agenda packet has been created and can now be found under the Created/Uploaded section
    An example agenda packet in the Created/Uploaded section.
  16. Click the View PDF File button (PDF icon) to download the agenda packet to your device
    An example agenda packet file icon.
    Notes:
    • It may take up to a few minutes for the system to create your packet, depending on the file size.
    • If changes are made to the agenda or an item, you will need to regenerate the packet to reflect those changes.

Comments

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

1 comment

Date Votes
  • Kim Harrington

    the agenda packet is only picking up the agenda and not the minutes so it appears I will need to do this task manually on my own 

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