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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.

Email Agenda Files

  • Updated:

This article will show you how to email Agenda, Agenda Packet, and Minutes files.

 

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 View drop-down menu and select the Agenda Files option from the drop-down list
    The View drop-down menu with the Agenda Files option highlighted.
    Note: The default view is the Agenda view.
  5. Scroll down and click the Send button
    A white, rectangular Send button with a paper airplane icon which appears above the Sent section.
  6. Enter recipients for the agenda files
    The email recipients fields on the Send modal.
    • To: Defaults to the active user's email address
    • To - Email List(s): Select one or more pre-existing email lists within the system to send files to every user on those lists if desired
    • To - Users: Select individual system users to send files to if desired
    • To - External: Enter email addresses for individuals without accounts in the system that you would like to receive the files if desired
    Note: Email lists, individual system users, and email addresses entered will not appear as email recipients to anyone other than the sender.
  7. Enter an Email Subject and Email Body
    The Email Subject and Email Body fields.
    Note: You can edit the display of the email body as desired using the Text Formatting and Paragraph Formatting tools.
    Text and Paragraph formatting tools above the expanded Email Body field.
  8. Select the Attachments, Packets, or Minutes files that you would like to send
    The Select Agenda, Select Agenda Packet, and Select Minutes drop-down fields in the Attachments section.
    Note: The files you select will appear as individual attachments to the message in the email body.
  9. Click the Send Email button to send the email to all selected recipients
    A green, rectangular Send Email button in the bottom-right corner of the Send modal.
  10. The email will now appear in the Sent list
    An example sent email highlighted within the Sent section on the Agenda Files page.

 

Resources

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