Generate the Agenda and Agenda Packet

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

Instructions 

1. Navigate to the Meetings module
   
2. Select an Agenda
   
3. Select View and choose Agenda Files from the drop-down list
   
4. Select Create/Upload 
   
5. Fill in the 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
   
7. To make the Agenda Packet, click Create/Upload again
   
8. Fill in the 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
   
10. Select View PDF File (PDF icon) to view the packet
    
    
    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