Documents do not need to be renamed in the Agenda Center, which includes adding document tags (such as (PDF)). Those will be added by the system.
If the file name exceeds the character limit (maximum of 145 characters) or contains special characters (such as &%$#) you will not be able to upload the file without renaming it. In these cases, you should rename the file and work with the Specialist and other editors on the project to ensure files are named consistently throughout the Agenda Center.
For simple agendas, you need to add the document tag to the description.
- In the above image the “Content Committee 9 13 2013” is the file name. This is the name created by the client and is the name of the document when downloaded. The system has added the .pdf tag. You do not need to rename this document.
- In the above image, the description is what will be displayed as the name on the module page. The description needs to include the document tag.
- In the above image, the description of the agenda is shown with the document tag added by the editor.
- The file name is not displayed.
Documents uploaded to items do not need to be renamed. Document tags should not be used. Do not add document tags to Complex Agendas. This is the only module where you will not manually add document tags.
- Agenda and/or Agenda Packet Documents: Uploaded in Item Named "Agenda"
- Other Documents: Uploaded to item named "Meeting Materials"
- Do not use document tags.
- Documents uploaded to items are uploaded with the client’s naming convention (file name). These documents should not be renamed, and document tags should not be added to the file name (the Agenda Center adds them).
- On the front end of the site, the client file names are displayed under the item names created by the editor. Even if the client file name contains a document tag you do not have to rename the document. Example: if the client file name is PDF Agenda, we will not change the file name.