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.

Here is a full Meeting Packet Video

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.

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Updated on: 23/09/2026