Skip to main content
Attention customers within hurricane impacted areas:
Due to widespread impacts resulting from hurricanes, CivicPlus is committed to enhancing our resources to manage the anticipated increase in traffic and mitigate any potential disruptions. We will prioritize all assistance requests from affected areas to ensure we provide the highest level of support possible. Please be assured that we are here to assist you in any way we can during this challenging time. Your safety and satisfaction are our top priorities.

Search

Updates to screenshots is paused due to frequent system updates. As a result, the images presented may appear outdated. If a visual alteration affects a process, we will revise the graphics. Thank you for your understanding during this period of flux.

Add & Manage Board Attachments in Boards and Committees

  • Updated:

This article will show you how to add, edit, and delete attachments for a board in the Boards and Committees module.

 

Important Note

Before you start, ensure that you have configured your drop-down options.

 

Article Navigation

 

Not finding what you are looking for? View some additional resources.

 

Add Board Attachments

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then select the Boards and Committees option
    The User Menu with the Boards and Committees option highlighted.
  3. Click the Boards tab
    The Boards tab with a three-person icon in the upper-left corner of the Boards and Committees module.
  4. Select the desired board
    An example board in the Boards list.
  5. Click the Documentation tab
    The Documentation tab in the left navigation menu.
  6. Click the Add Document button
    The green, rectangular Add Document button to the right of the Documentation header.
  7. Fill in the Add Document fields
    The File Name and File Type fields on the Add Document modal.
    • File Name: Enter a name for your file
    • File Type: Select a file type from the drop-down list
      Note: The file types available will depend on how you have configured the drop-down options.
  8. Click the Select File button and locate the desired file in your computer's File Explorer
    The Select File field which includes a blue, rectangular Select File button.
    Note: After selection, two new file options will appear: Change and Remove.
    The blue, rectangular Change button and the red, rectangular Remove button to the right of the Select File field with an example file attached.
    • Change: Select a new file to replace the existing file
    • Remove: Delete the file from the system
  9. Click the Save button to attach the document
    The green, rectangular Save button in the lower-left corner of the Add Document modal.
  10. The file is attached and will now appear in the Documentation tab with new Edit and Action options
    The Edit, Delete, and View buttons to the left of an example document name on the Documentation page.
    • Edit (blue pencil icon): Edit the file name or file type for your document, or select a new file to replace the existing attachment
    • Delete (red trashcan icon): Remove the attached document
    • View (green computer icon): View or download the attached document
  11. Repeat steps 6 through 9 as many times as necessary

 

Go to Article Navigation

 

Edit Board Attachments

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then select the Boards and Committees option
    The User Menu with the Boards and Committees option highlighted.
  3. Click the Boards tab
    The Boards tab with a three-person icon in the upper-left corner of the Boards and Committees module.
  4. Select the board you wish to edit
    An example board in the Boards list.
  5. Click the Documentation tab
    The Documentation tab in the left navigation menu.
  6. Click the Edit button (blue pencil icon) next to the document you wish to edit
    The blue, square Edit button to the left of an example document name on the Documentation page.
  7. Edit the Add Document fields, as desired
    The File Name, File Type, and Select File fields on the Add Document modal.
    • File Name: Edit the name of your file
    • File Type: Update the file type
      Note: The file types available will depend on how you have configured the drop-down options.
    • Select File: Locate and select a different file from your computer
  8. Click the Save button
    The green, rectangular Save button in the lower-left corner of the Add Document modal.
  9. The attachment has been edited
  10. Repeat steps 6 through 8 as many times as necessary

 

Go to Article Navigation

 

Delete Board Attachments

 

  1. Sign in to your solution if you have not already
  2. Navigate to the User Menu, then select the Boards and Committees option
    The User Menu with the Boards and Committees option highlighted.
  3. Click the Boards tab
    The Boards tab with a three-person icon in the upper-left corner of the Boards and Committees module.
  4. Select the desired board
    An example board in the Boards list.
  5. Click the Documentation tab
    The Documentation tab in the left navigation menu.
  6. Click the Delete button (red trashcan icon) next to the document you wish to delete
    The red, square Delete button to the left of an example document name.
  7. Click the OK button on the pop-up box that appears to confirm the deletion
    The blue, rectangular OK button on the Confirm delete? popup that appears after you click the Delete button.
  8. The attachment has been deleted
  9. Repeat steps 6 through 7 as many times as necessary

 

Go to Article Navigation

 

Resources

 

Go to Article Navigation

Comments

Let us know what was helpful or not helpful about the article.

0 comments

Please sign in to leave a comment.