Working with Supporting Documents - Agenda - English - Foundation 22.1 - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Agenda/English/Foundation-22.1/Agenda/Usage/Working-With-Meetings/Using-the-Meeting-Agenda-Pane/Working-with-Supporting-Documents - 2022-08-18

Agenda

Platform
OnBase
Product
Agenda
Release
Foundation 22.1
License
Premier
Standard
Essential

In the Meeting Agenda pane, a paper clip icon is used to designate a supporting document.

The following options are available when right-clicking a supporting document:

Option

Description

Exclude Document from Packet

Select to exclude a supporting document from the generated meeting packet. The document's icon changes to the following:

To include the supporting document in the generated meeting packet, right-click and select Include Document in Packet.

Remove Packet from Agenda Item

Select to remove a packet from the agenda item completely.

Mark File Confidential

Select to mark the supporting document as confidential. When a meeting document is generated, this file does not display as a link in the PDF version of the document, or in the Agenda Online application. The document's icon changes to the following:

Note the following when generating a closed session packet:

  • Files that are marked as confidential do display in a closed session agenda packet.

  • Files marked as confidential and excluded do not display in a closed session agenda packet or in Agenda Online.

  • Files marked as excluded only (not marked as confidential) do not display in a closed session agenda packet.

Note:

Supporting documents can be reordered by dragging-and-dropping.