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Lindsey Harmon

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Articles

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  • Edit Meetings in a Board

    This article will show you how to edit Meetings in a Board.     Instructions Navigate to User Menu > Boards & Committees Select the Boards tab Select your desired board Select the Other Meetings ...

  • Add Attachments to a Profile

    This article will tell you how to add and manage Profile Attachments within the Boards & Committees portal.     Instructions Navigate to User Menu > Boards & Committees Select the People tab Sele...

  • Edit Event Details

    This article will show you how to edit Event Details for a single event.     Instructions Navigate to the Events module Select the Event you wish to edit Edit Event Details  Category: Select a c...

  • Use the CivicClerk/Municode Send to Code Integration

    The CivicClerk/Municode Send to Code Integration allows you to quickly send legislation documentation to your Municode online code of ordinance site for supplementation. This article will show you...

  • View and Indicate the Status of Meeting Members

    This article will show you how to view the members in a meeting and indicate their meeting status (e.g. Present, Present Not Voting, Absent, Excused).     Instructions Navigate to the Meetings mo...

  • Edit an Email Template

    This article will show you how to edit an existing email template.   An Email Template is required to send an email to members of a board or committee.    Instructions Navigate to User Menu > Bo...

  • Set Up an Email Template

      Overview   Before you can send an email to members of a board or committee, you must first configure an Email Template.   Instructions Navigate to User Menu > Boards & Committees Navigate to U...

  • Configure Drop-Down Options

      Overview   Before you can select options from drop-down lists in the Boards or People modules, you must configure your drop-down settings. You can add, edit, or delete drop-down options.   Inst...

  • Edit Teams

      Overview Teams can be used in the Item Timeline to send a message to multiple staff members at once. This is helpful when Teams are collaborating on an agenda item and all need to be notified wi...

  • Reorder Video Bookmarks

      Overview You can utilize Bookmarks on a video to timestamp a certain part of the video, which allows users to go straight to that part of the video.     This article will show you how to reorder...