To save Directors time when downloading a full Board Pack, you can merge the Agenda and all its supporting documents into a single PDF using the Merge & Download action.
How to Merge and Download
Once the Agenda is finalised, go to the Actions list for that specific Agenda and select Merge & Download from the dropdown options.
A popup will appear. At the top you can enter a custom Export File Name for your downloaded PDF. By default this will be the Agenda name.
The list below the name contains all documents found within the Agenda, in the order set within the Agenda. The first item will always be the Agenda itself, which can be removed if you only want the supporting documents.
If you wish to reorder the documents, click and drag them to the required position. Then click Merge to create your PDF. Please note that if there are many documents or large file sizes, it may take a minute or two to generate.
Pagination
Global pagination will be applied to the entire document at the bottom of each page. Note that pagination can only be applied if the documents within the Agenda are no larger than A4 size.
Permissions
If a user does not have Access permission on a document, it will not be included in the download.
The exception is when the Map Display of Items to User Permissions setting is enabled. In that case, the user will only see items they have Agenda Preview permission on and at least Access permission for the document. If this setting is disabled, Access on the document is required.
If you have questions about this feature, please contact your Customer Success Manager. You can read more about other Agenda features here.
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