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OurMeeting

Adding/editing a policy document

After clicking on the plus button in the top right-hand corner or on the pencil button to the right of the document in the overview of the Policy document module, you can add or edit a document.

New document Upload the policy document.
Title Edit the default title.
Import date Edit the default import date.
Publication date Edit the publication date.
Status

Add a status.

A dropdown menu with default values can be created by the Helpdesk.

Committee Select the distribution committee.
Case code Select a case code.
Category Select a category.
Document type Select a document type
Publish Select No if you do not want to publish the document yet.
Confidential A confidential document can’t be published.
Search available documents Search within documents that have already been uploaded to the dashboard and select one to add as a policy document.
  • Click Save and new to add another policy document.
  • Click Save and attachment to save and add an attachment.
  • Click Save to save and return to the overview.