Very often supporting papers need to be added to an agenda but with only one upload button, you may be wondering how. Our documents system on V2 currently allows the Clerk to upload an agenda and there’s the option which is recommended by the Government Digital Service (click here to read their recommendation), to also publish the agenda directly on the website. This removes the need for a visitor to download an attachment and provides a much better user experience for users who may be accessing on a mobile device.
The supporting papers can also be added to this section within seconds, let’s take a look.
Create a new document
First of all, create a new document as you would normally, if you’re new to NetWise and haven’t done this before then please check out the “adding a document” tutorial on our video tutorial page.
- Choose a descriptive title
- Copy and paste the text into the editor window (optional but recommended) or even create the agenda from scratch in the editor window. Many of our Clerks are now doing this as it’s quicker and cleaner. We’ve included a link to minutes and agenda templates at the bottom of this article. Feel free to download them and keep them on your desktop. When creating a new document you can simply open them and copy and paste them into the editor window below.
- Click on the add file button to upload an agenda if you have already created one, PDF is recommended as a Word doc can easily be modified
Add Supporting Papers
Simply place your cursor where you want the supporting paper links to be, if you’ve added pasted content then this could be at the bottom of the text, if you haven’t then just click anywhere in the editor window to place your cursor.
Next, click on the “add media” button
Next, select the documents to add. If you’ve already uploaded them to the media library then select that tab and find your documents. To add multiple documents, hold down the Ctrl key as you select them or the Command key if you’re on a Mac. It’s always wise to give meaningful titles to documents as you’re creating them but in case you haven’t, you can change the title on the right hand side. Once you’re happy, click the “insert into post” button.
Finally, remember to select the Agenda category before publishing. Your meeting papers are now linked so that members and the public are able to access them.
It’s worth noting that you can do this with Word docs (or similar) or a PDF. If you use a Word doc then when clicked, it will download to the visitors device, whereas a PDF will display on their device automatically.
Agenda and Minute Templates
As mentioned earlier in this article, please find below links to templates for agendas and minutes. Feel free to download these and customise them to your preference. You can reuse these as often as you wish.
