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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.

Publish Files to the Board Portal

  • Updated:

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

 

 

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 agenda containing the files you wish to publish
    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 dropdown menu with the Agenda Files option highlighted.
    Note: The default view is Agenda.
  5. Scroll to the Published section and click the Publish button
    The white, rectangular Publish button to the right of the Published header.
  6. Click the Board Portal button
    The gray, rectangular Board Portal button below the Publish modal header.
    Note: A popup 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 the Continue button.
    The green, rectangular Continue button on the Different Portal popup message.
  7. Fill in the information fields
    The Board Portal information fields within the Publish modal.
    • 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 (appears after "Published" or "Publish on Date" has been selected): Choose whether to send an email notification
    • Packet to Publish: Select an Agenda Packet 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 (appears after "Published" or "Publish on Date" has been selected): Choose whether to send an email notification
    • Minutes to Publish: Select Minutes 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 (appears after "Published" or "Publish on Date" has been selected): Choose whether to send an email notification
  8. Click the Publish button to publish the selected file(s)
    The green, rectangular Publish button in the lower-right corner of the Publish modal.
  9. Your file(s) will now appear in the Published list
    An example agenda file within the Published files list.

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