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Moving document(s) to agenda/portfolio or dedicated library in Document Upload

Moving document(s) to agenda/portfolio or dedicated library in Document Upload

In the overview of the Document upload module, documents can be moved to target modules.

Move documents to an agenda or personal meeting portfolio

Click on
Select the target module in the “Move to” drop-down menu.
Select the committee, meeting date and the agenda item.
Select “Without item” to place the document(s) are placed in “Unattached documents”.
Select any “Related documents” to move these to the target module simultaneously.
Click “Move” in the top right-hand corner.

Move documents to the dedicated library

Click on
Select “Dedicated library” in the “Move to” drop-down menu.
Select the committee, the subdirectory
Select “Yes” in the “Distribute” drop-down menu to distribute the documents. This takes place at 12:00 and 00:00.
Select “Related documents” to move these to the target module simultaneously.
Click “Move” in the top right-hand corner.

If attachments can be added to the main document, an extra option is available:

Place other documents as

Main document with attachments = The first selected document is the main document. Documents selected as “Related documents” are the attachments.

Individual documents = all selected documents are uploaded to the target module as separate documents.