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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 the Agenda and Agenda Packet

  • Updated:

This article will show you how to generate an Agenda and Agenda Packet.

 

 

Instructions 

  1. Navigate to the Meetings module
    left-hand menu, meetings module
  2. Select an Agenda
    select an agenda
  3. Select View and choose Agenda Files from the drop-down list
    view menu, agenda files
  4. Select Create/Upload 
    create upload button
  5. Fill in the fields
    upload file, information fields
    • File to Create: Select Agenda
    • File Name: Enter the name of your file
      Note: You must generate an agenda before you generate an Agenda Packet.
  6. Select Create File
    create file button
  7. To make the Agenda Packet, click Create/Upload again
    create upload button
  8. Fill in the fields
    agenda packet information fields
    • File to Create: Select Agenda Packet
    • File Name: Enter the name of your Agenda Packet file
    • Agenda for Packet: Select the appropriate agenda for your packet
    • Regenerate Agenda Item Reports: Choose to automatically report on item edits
    • Include Non-Confidential Attachments: Choose to include non-confidential information
    • Include Confidential Attachments Available To: Choose confidential permissions
  9. Select Create File to generate Agenda Packet
    create file button for agenda packet
  10. Select View PDF File (PDF icon) to view the packet
    PDF view button
    Note: 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.
  11. Your downloaded PDF will appear in a new window
    agenda packet PDF view example

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 

    0

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