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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Archive Agendas

  • Updated:

This article will show you how to send agendas and minutes to the Archive Center.

 

Who can use this feature?

System Admin Slash Owner

 

 

Important Note

  • Minutes will automatically archive when an agenda archives.

 

Instructions

  1. Navigate to Modules > Content > Agenda Center
    Navigate from Modules to Content then to Agenda Center
  2. Select the Properties tab 
    properties tab
  3. Scroll to and check Allow Copy to Archive Center 
    Allow copy to archive center
    • Note: This allows Agendas to copy to the Archive Center.
  4. Select Save Changes
    save changes
  5. Scroll back up, select the Main tab
    main tab
  6. Select the category
    select category
  7. Select Actions > Modify for the category
    modify
  8. Under Associated Archive Category, select a category for the agendas and minutes to go to
    associated archive category
  9. Select Save Changes
    modify save changes
  10. Select the Agendas tab
    agendas tab
  11. Next to the desired agenda, click Actions
    actions
  12. Select Copy to Archive Center
    copy to archive center
  13. Fill in the information
    fill information section 1
    fill information section 2
    • Display Name: Add a display name
    • Archive Date: Add an archive date
    • Description: Add a brief description
    • Start Display: Allows you to have a start display date
    • End Display: Allows you to have an end display date
    • Opens In: Allows you to choose if you would like to have the agenda to open in the same window or a new window
    • Show Archives: Choose if you would like to show archives or not
  14. Select Save or Save and Publish
    save or save and publish
  15. View the agenda in the Archive Center
    view the agenda in archive center
  16. Navigate back to the Agenda Center, by clicking Modules > Content > Agenda Center
    Navigate from Modules to Content then to Agenda Center
  17. Select the same category that has the agenda you would like to archive
    select category
  18. Select the Agendas tab
    agendas tab agenda center
  19. Next to the desired agenda, click Actions
    action button
  20. Select Archive
    archive
  21. Select OK to the Are you sure you want to archive this agenda? pop-up
    okay
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