Meeting Documents

Meeting Documents overview

Here is where any meeting documents can be edited and created. Refer to the rest of the help notes for a comprehensive overview of features and answers to common questions.

Front-end locations

If your library has meeting documents they can be located on the front-end you can find meeting documents through the search bar, or through about us.

Publish date

Meeting Documents have publish dates and times. If both fields are blank, the alert will always be visible. If only the publish date is provided, the alert will start once saved and remain indefinitely. If both the publish date and time are provided, the alert will not be shown until the specified date and time.

demonstration of the input boxes for date and time

Sorting and layouts

Clicking the settings cogwheel on the left-hand side provides options for sorting the list of documents in multiple ways and allows you to choose from three different layout options.

Image of the side panel to sort how the content is displayed

Tagging by branch

When tagging meeting documents, you'll see tags for page indicators. Tag all branches that the documents pertain to.

Image showing tags on a branch

Document type

Depending on your library, you may have different document types to choose from. If so, there will be a dropdown menu to categorize the document into the appropriate category.

Image of a dropdown where documents can be sorted

Saving this page as a shortcut

If this is a frequently visited page, consider adding it as a shortcut.

Image of the account dropdown where the option to create a page shortcut

To add a shortcut, click on the account menu in the top right and select 'Create a Shortcut'.

Still have questions?

If the help notes don't address your question or use case, feel free to ask by opening an issue ticket.