Adding Meeting Agendas and Minutes

1. From the newly created Boards/Commission page, double-click on the Meeting Agendas/Minutes navigation title or navigate to the Meeting Agendas/Minutes section from the Navigation Bar.
2. Select the Insert Page icon from the Home tab on the Experience Editor Ribbon.
3. Select the Meeting Agenda template
4. Enter the date in the Name field.
   • Special characters are NOT allowed in the Name field.
5. Select OK.
   

The newly created meeting page appears (checked out and ready to edit) with the title as the date entered.

Edit the Page Title (Date)

1. Place your cursor on the date title and make any necessary changes.
2. Save your changes.

NOTE: If you make significant changes to the page title, make sure you update the Metatitle under the Add/Edit Meta Data link in the grey properties box as well.

 

Add/Edit Agenda

1. Select the Add/Edit Agenda link to add an agenda document.
2. Select the edit field icon. The Data dialog box will open.
3. Select the Insert media link (opens the Media Library where the document files are stored).
   
   
4. Navigate to the correct document you wish to upload.
   
   
5. Enter "Agenda" in the Link Description field.
   
6. Select Insert. The link will appear in the field on the Data dialog box.
7. Select OK.
   
8. Save your changes.

NOTE: You will not see a change on the page until you Save your changes, but if you were to select the “Add/Edit Agenda” link again, the hyperlink to the document would be there.

To change the Agenda document you just added:

1. Select the Add/Edit Agenda link.
2. Select the Insert Media link and select a different document you wish to add.
3. Select OK.
4. Save your changes.

NOTE: To edit the Agenda document itself, you need to make changes to the original document and upload the file again with the same exact file name.

To remove the Agenda document you just added:

1. Select the Add/Edit Agenda link.
2. Select the Clear link to remove the path in the text field.
3. Select OK.
4. Save your changes.

 

Add/Edit Start and End Time

1. Place your cursor in the [No text in field] and a toolbox will appear.
   
   
2. Select the date icon. The Date dialog box will open.
   
   
3. Select the calendar picker icon to change the date.
   
   
4.  Select the clock icon to change the time.
   
   
5. Select OK.
6. Save your changes.

NOTE: The calendar date displays the day before the month (DD/MM/YYYY), but on the meeting page, it will display in the traditional mode of the month first (MM/DD/YYYY)

Add/Edit Room Number

1. Place your cursor in the [No text in field] and enter the room number.

 

Add/Edit Minutes

1. 1. Select the Add/Edit Minutes link to add an agenda document.
   2. Select the Edit Field icon. The Data dialog box will open.
   3. Select the Insert media link (opens the Media Library where the document files are stored).
      
   4. Navigate to the correct document you wish to upload.
      
   5. Enter "Minutes" in the Link Description field.
   6. Select Insert. The link will appear in the field on the Data dialog box.
   7. Select OK.
   8. Save your changes.

NOTE: You will not see a change on the page until you Save your changes, but if you were to select the “Add/Edit Minutes” link again, the hyperlink to the document would be there.

To change the Minutes document you just added:

1. Select the Add/Edit Minutes link.
2. Select the Insert Media link and select a different document you wish to add.
3. Select OK.
4. Save your changes.

NOTE: To edit the Minutes document itself, you need to make changes to the original document and upload the file again with the same exact file name.

To remove the Minutes document you just added:

1. Select the Add/Edit Minutes link.
2. Select the Clear link to remove the path in the text field.
3. Select OK.
4. Save your changes.

 

Add/Edit Related Documents

1. Select the Add/Edit Related Documents link to add any related documents.
2. Select the edit field icon. The Data dialog box will open to the Media Library.
3. In the All box (on the left), navigate to the correct document.
4. Select the document file name and add it to the Selected box (on the right).
   1. Double click the file name OR
   2. Select the file name, then click the top arrow in-between the boxes.
5. Repeat this step until all related document files have been added to the box on the right.
6. Select OK.
7. Save your changes.

NOTE: You will not see a change on the page until you Save your changes, but if you were to select the “Add/Edit Related Documents” link again, the hyperlink to the document would be there.

 

Add/Edit Vote Documents

1. Select the Add/Edit Vote Documents link to add a related document.
2. Select the edit field icon. The Data dialog box will open to the Media Library.
3. In the All box (on the left), navigate to the correct document
4. Repeat this step until all related document files have been added to the box on the right.
5. Select OK.
6. Save your changes.

NOTE: You will not see a change on the page until you Save your changes, but if you were to select the “Add/Edit Vote Documents” link again, the hyperlink to the document would be there.

Enter Description/Addition Comments

1. Place your cursor in the [No text in field] and a toolbox will appear.
   
2. Enter your comments OR
3. Select the RTE editor icon to launch the Rich Text Editor to enter your comments.
4. Select the Accept button.
5. Save your changes.