Method 1 : Start typing in the 'New Agenda Item’ area. Choose Show options to expand to include
more detail. :
- Agenda Item Text -- Type in the agenda item title (Format text with bold, italicized, or colored font options)
- Numbering - Toggle to auto format agenda numbering.
- Time (optional) - enter the time allotted for the agenda item
- Presenter (optional) - enter the name of the person presenting the agenda item
- File or External URL - You can either upload a file or paste an external URL per line item.
- Upload a file associated with this agenda item. Click on ‘File’, and upload the appropriate file. Please note that only one file per agenda item can be uploaded with this method. A document icon will show next to the agenda item indicating that a file is associated with the item. If Native File Format Storage is on, you will be able to download the file back out of Govenda either as a PDF or in its native format for editing and reuploading. You will also be able to toggle to allow the agenda document to be downloaded in the member portal in its original format. This is controlled per agenda line item.
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Another option is to add an external URL. Members will be directed to a new screen once they click on the external URL. Request from Contributor - Allow users to contribute their own documents to this specific agenda item. Just add the Contributor’s email address and a note to inform them of your request.
- Click ‘Save’
Method 2 - “Add Document” Mode
- Click 'Add/request document', then ‘Add document’ on the right hand side of the page.
- Upload the document or documents to be added to the board book. The files will be listed under ‘Added documents’.
- Drag the files into the agenda
- You can create a new agenda line item by adding the document to the top or bottom of the agenda. When you do so, you will be able to move the document to any part of the agenda.
- You can also drag and drop the documents exactly where you would like to place them into the agenda. This will allow you to either create a new line item in the agenda or indent the document below a specific line item.
- You can add a document to an existing agenda line item by hovering it over the line item (it will say ‘Add agenda item document’).
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You can replace an existing document already attached to an agenda item by hovering the new document over the line item (it will say ‘Replace agenda item document’).
Method 3
- Click ‘Import Previous Agenda’.
- Search for or click on a meeting name and that agenda template will be populated.
Method 4
- Click ‘Import From Word’.
- Select a Word file to import to the agenda.
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