An agenda packet is automatically generated when you add files directly to your agenda items. Follow the steps below to build your agenda from scratch or update an existing one, and then download your complete agenda packet.
1. Access the Agenda Builder
Navigate to the Meetings Overview page.
Select and click on the specific meeting you wish to manage.
2. Add Attachments to Your Agenda
Depending on whether you are starting fresh or editing an existing agenda, choose the path below that fits best:
A. If You Are Building an Agenda From Scratch
Click Add Agenda Item button.
A modal will appear. Fill in the relevant fields for your item:
Locate the Attachments (documents or other files) field.
Select the file you want to upload from your computer's file explorer.
Click Add Item to save.
B. If You Are Updating a Pre-Built Agenda
Hover your mouse over the agenda item you want to update.
Click the ellipsis menu (three dots) and select Edit from the dropdown menu.
Locate the Attachments (documents or other files) field.
Select the file you want to upload from your computer's file explorer.
Click Save Changes button.
3. Download Your Agenda Packet
Once you have added attachments to all relevant agenda items, your agenda will display the uploaded files next to each item just like the image below.
To download your agenda packet follow these steps:
Open the Download Menu: Go to the toolbar at the top of the screen and click Download to open the dropdown menu.
Select Agenda Packet: Click on Agenda Packet from the options.
Confirm Download: You should now have your agenda packet successfully downloaded on your computer.