> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.boardspot.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Creating the Meeting Packet

**The BoardSpot Meeting Packet feature is simple and automatic. This article will explain how to generate the packet, and the useful features of the meeting packet.**

![](https://storage.crisp.chat/users/helpdesk/website/c21f0be400f90000/essplus_1qlv9xt.png)

**Here is a full** [**Meeting Packet Video**](https://www.loom.com/share/2a4c790b59a541439cf2d87bb8581c27) 


# Meeting Packets
## To generate a meeting packet:
1. As an admin, navigate to the meeting page and `Add Agenda` . 
2. `Publish` the agenda. 
3. *Note: If you still do not see the Meeting Packet link at the top of the page, and select* *`Edit Settings`* *at top of the meeting page, then scroll down and ensure the Generate Meeting Packet button is checked.* 

## The meeting packet is automatically updated:
* When an Agenda is added and saved in the portal, the meeting packet link will automatically appear.
* When an Agenda is updated the meeting packet is automatically updated, as well.
* All documents and links added inside an Agenda will automatically be included in the meeting packet. *Note: Any PDF attachments will be included page-by-page in the meeting packet. Other types of attachments (Word, Excel, etc) will have the link listed in the agenda but not be included page-by-page in the packet.* 
* Supplemental Documents added to a meeting will be included in the meeting packet automatically.

## Viewing a meeting packet:
* A Meeting packet is meant to be viewed inside the portal, by clicking the blue `Meeting Packet` link.
* A meeting packet can be downloaded or opened in another browser tab by hovering over the blue `Meeting Packet` link and selecting the appropriate symbol that appears.

## Emailing a meeting packet:
* Emailing a meeting packet is not necessary, as it is visible to participants on the meeting page once the Agenda is "Published".
* It is possible to email participants about a meeting packet by selecting `Email Participants` (under `Actions`) and using that email interface to choose who receives the email, write your text, and include the "Meeting Materials". Note: That email does not send a downloaded meeting packet, but rather includes a button/link which brings the member right back to the meeting page so they can open the Meeting Packet. This is to prevent multiple versions of a meeting packet and confusion about which is most current.



Questions? [Chat with us](#chat)