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Publish Files to the Board Portal

  • Updated:

This article will show you how to publish Agenda Files to the Board Portal.

 

 

Instructions

  1. Navigate to the Meetings module
    left-hand menu, meetings module
  2. Select the Agenda containing the files you wish to publish
    select an agenda
  3. Select View and choose Agenda Files from the drop-down list
    view menu, agenda files
    Note: The default view is Agenda.
  4. Scroll to the Published section and click Publish 

    publish button
  5. Select Board Portal
    board portal button
    Note: A pop-up will appear any time you switch from a portal with active files to a different portal. Ensure changes to the files in your current portal have been published before clicking Continue.
    continue button
  6. Fill in the information fields
    board portal, information fields
    • Agenda to Publish: Select an Agenda to publish to the board portal
      • Not Published: Will not publish files
      • Published: Will publish files immediately
      • Publish on Date: Will publish on a selected future date
    • Send Email Notifications: Choose whether or not to send an email notification
    • Packet to Publish: Select an Agenda Packet to publish to the board portal
    • Minutes to Publish: Select Minutes to publish to the board portal
  7. Select Publish to publish selected file(s)
    publish button
  8. Your file(s) will now appear in the Published list
    published files

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