The Packages Tab allows you to prepare, view and approve Agendas all in one centralized location. To prepare the PDF Agenda Package, select the Packages tab from the tab bar within the meeting.
Preparing the Agenda Package
Administrators can select the Agenda which will generate the cover sheet/table of contents only (no attachments) or Full Package, which includes attachments. Select the document(s) you wish to create, and click Prepare.
Additional Details
Additional details such as special comments and additional cover pages can be added by clicking the Options button and completing desired fields before clicking Prepare.
Click View Package from the options menu to view the prepared PDF Document. Should changes be required to the Agenda, click the " Agenda" Tab to return to the meeting to make necessary changes and re prepare.
Menu Options Explained
Option | Action |
| View Package | Downloads the Agenda Package in PDF Format to the users download folder. |
| Export to Microsoft Word | Downloads the Agenda Package to the users desktop. Changes to the Word Document will not be saved back to eScribe. |
| Approval Request | Allows an Administrator (Super Administrator, Administrator, Meeting Administrator) to start an approval request for the Agenda to pass through approval. Each approver in Approval Group will receive an email informing the user a task is required to be completed. |
| Approve Package | Allows an Administrator (Super Administrator, Administrator, Meeting Administrator) to manually approve the Agenda without using a dedicated workflow. |
| Attach to New Agenda Item | Creates a new agenda item with the PDF Document attachment |
| Attach to Existing Agenda Item | Attaches the PDF Copy of the Agenda to an existing item on a future dated meeting. |
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