Contributor/ Admin - Creating a Draft Document for Draft Agenda

Geeta Nagpal
Geeta Nagpal
  • Updated

To begin drafting a new Draft Document, follow the steps below:

  1. Navigate to the Document List screen.

  2. Click New Document located in the top-right corner of the screen

     

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Once the writer begins to fill in the Document Name and select the meeting type (where Draft Agenda is enabled), they will see a option called Add to Meeting as Draft Agenda Item

This will allow the writer to decide if this specific document should be added to the meeting as a draft agenda item. Writers have the choice to unselect this checkbox to ensure the draft agenda feature is not applied to this specific document. 

Writers will complete the Create Document fly out and click Create at the top right corner to start drafting the draft agenda item.  

In the meeting, the draft agenda item will be listed in its proper location with a "Draft" label. In the event the item drafted has a recommendation and supporting documents, the attachments will be visible when generating the  draft agenda package.

 

Related Articles:

  1. Draft Agenda Functionality
  2. Enabling Draft Agendas
  3. Approving Draft Agenda Items
  4. Removing Draft Agenda Items

 

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