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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.

Agendas and Agenda Packets

  • Updated:

This article will teach you more about Agendas and Agenda Packets and their differences.

 

Simple Agendas

Simple agendas only include the agenda for the meeting. You can create simple agendas through the Agenda Center, or you can upload pre-existing agenda files from your computer. Your agendas will be available in both HTML and PDF versions.

 

Agenda Packets

Agenda packets include the meeting agenda as well as backup or supporting documentation for each item in that agenda. Documents attach directly to the associated Agenda Center items. Items will display immediately following the meeting agenda and are collated in the same order as the items in the agenda. 

  • Note: Agenda packets will not be generated if you upload your agenda as a document. You also cannot create or edit items in an agenda packet as you would when creating a simple agenda. Rather, the agenda packet is generated by compiling all attached supporting documents into a single packet. 

 

HTML and PDF Versions

The HTML version will treat the agenda packet as a web page and open it in a browser. It will never open up the full packet, but you will be able to click the links to view any of the supporting documentation. 

 

The Simple PDF version does not include backup documentation. The Full PDF Agenda Packet includes supporting documentation in order after the agenda for reference during the meeting. Item links are not in the PDF version. 

Feedback About the Article

Let us know what was helpful or not helpful about the article below.

3 comments

Date Votes
  • Permanently deleted user

    Hi Debbie,

    I believe CivicEngage will generate a sort of "agenda packet" when there are supporting documents attached to your agenda, combining all attached items into a single PDF, but there is no feature to create the agenda packet itself within the Agenda Center.

    If you're needing a more robust program for creating Agenda Packets, you might be interested in checking out CivicClerk 8 if you're not already using that product. It's very easy to use and allows you to do much more with your agendas than the standard Agenda Center. Your client success manager would be able to give you more information about that.

    Please let us know if there is anything else we can do to help!

    Alyssa

    0
  • Caryn Jackson

    Is there any way to export all the agenda's that have been uploaded to each category as a PDF?

     

    0
  • Debbie Midgley

    How do I add an agenda packet. I do not see this feature in the module?

    -2

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