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Lindsey Harmon

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Articles

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  • First Look Meeting Homework

    This article outlines the First Look Meeting homework assigned during Agenda and Meeting Management Select (formerly CivicClerk) implementation projects. New customers should expect to complete th...

  • Upgrade to the New Public Portal

    The Public Portal has been refreshed with a modernized design, improved accessibility features, and new branding options. This article will show you how to upgrade your Public Portal.     Importan...

  • View and Navigate Boards & Committees Dashboards

    You can view the Terms, Appointments, or Applicants board views and filter results on their home pages.     Instructions Sign in to your solution if you have not already Navigate to User Menu, t...

  • Closed Captioning, Transcription & Translation Overview

    This article will describe our media services which include Closed Captioning (CC), Transcription, and Translation. These media services can be applied to individual events or event templates.   Im...

  • Use Caption, Transcription & Translation Services on Events

    This article will describe our media services, which include Closed Captioning (CC), Transcription, and Translation, and show you how to apply them to individual events. For instructions on how to...

  • Save and Add New Agendas

    You can use the Save and Add New button within the Create Agenda function to quickly create multiple agendas. You can also use this feature every January to create agendas for the year ahead.   The...

  • 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...

  • Assign Tasks

    This article will show you how to use the Tasks tool to assign a specific task to a user. A task is an objective assigned within an item for a user to complete.     Instructions Sign in to your ...

  • User Menu Options

    This article will show you how to access the options available in the User Menu.    Important Note The options in your User Menu may vary depending on your organization's preferences and the roles...

  • Sign Up for Release Notes

    CivicPlus strives to provide Release Notes for all bug fixes and product enhancements. This article will show you how to sign up for Release Notes to ensure that you are notified as soon as they ar...