Administrator - Working with Approved Documents – Help Center

Once staff have created the Documents using the pre-defined templates of Document Manager and they are approved through the chosen workflow, they are now ready to be added to a meeting. Administrators primarily will bring reports into Agendas from the Documents section. The Document will appear under the Documents List section of the Administrator's Approved tab.

Attach to new Agenda Item

Allows the Administrator to create a brand new agenda item to be placed on the agenda, with the selected Document and supporting attachments to be automatically attached. In this step, tagged content controls such as Title, Description and Recommendation will be extracted from the Document to assist with the creation of the new Agenda Item.

Attach to Agenda Item

Allows the Administrator to attach the document and supporting attachments to an existing agenda item that is already on the agenda. This step does not extract any tagged content controls from the Document to the item on the Agenda.