Click on the “Meeting Portfolio” in the menu to open the overview of the most recent portfolios.
- Open the drop-down menu in the top left-hand corner of the screen to select a committee to view the most recent agendas of that committee only.
- Select either “All”, “To be distributed”, “Distributed”, “Edited” and “Show hidden” to specify further.
- Undo your selection by selecting “Select” and “All visible”.
Create a meeting portfolio
- Click in the right hand corner to create a new portfolio. Read more about creating a new portfolio.
- If you have not selected a committee, you can do so now.
The distribution button
In the third column, you can see the distribution button. Use this button to distribute the portfolio. Read more about distribution and the distribution status.
The buttons in the last column
These buttons allow you to do the following:
Click on “Edit details” to edit the portfolio information.
Click on “Show agenda items“to view and edit the portfolio.
Click on the PDF to generate a PDF file of the portfolio.
Delete portfolios with a black distribution status.
Hide the portfolios with green and red distribution status.