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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.

Insert Minute Snippets

  • Updated:

This article will show you how to insert a Minute Snippet after a motion has been passed or failed.

 

Important Note

You must first add Text Snippets (specifically, Minutes Snippets) in Site Settings before you can select them within a meeting.

 

Instructions

 

  1. Sign in to your solution if you have not already
  2. Navigate to the desired Minutes Summary page
    An example Minutes Summary page.
  3. Select the desired section or item
    An example item name on the Minutes Summary page.
  4. Add a motion and/or initiate a vote as necessarySelect - Settings - Meetings - Text Snippets - Minutes Snippets - Minutes Module Motion Button.png
  5. After action for the section or item is complete, scroll to the Discussion section
    The Discussion section in Edit Mode.
  6. Enter text into the Discussion field, if desiredSelect - Settings - Meetings - Text Snippets - Minutes Snippets - Minutes Module Discussion Text Field.png
  7. Click the Minutes Snippets button
    The Minutes Snippets button.
  8. Select the desired snippet from the dropdown list
    The Minutes Snippets dropdown and an example option.
  9. Edit the snippet content to fit your needs
    The Discussion text field with an example snippet.
    Note: You can use the Paragraph and Text Formatting tools to format the look of your discussion text as desired.Select - Settings - Meetings - Text Snippets - Minutes Snippets - Minutes Module Paragraph and Text Formatting Tools.png
  10. If Auto Save is on, your changes will automatically be saved; if Auto Save is off, click the Auto-Save Off button and select a save option
    The Auto Save button and dropdown with the Save Changes and Save and Next Item buttons.
    • Save Changes: Save your changes to this item and remain on its Edit Mode page
    • Save and Next Item: Save your changes to this item and open Edit Mode for the next item in the Minutes order

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