Document Lists

Creating a Document List

On the ECB home screen, click the

Lists/Categories button and select Create Document List. The Create Document List screen is displayed.

Complete the List Name field.

Click the List Type drop-down and select the appropriate option.

If desired, complete the Category, Voting, and Comments Allowed fields.

NOTE: The Category drop-down is populated based on the categories created on the Voting Details screen.

Click the Save button. The list is created, but it is empty.

To add documents to the list:

Click the Add Documents button. The Upload Files screen is displayed.

Click the browse link. The Open screen is displayed.

Navigate to the save location of the documents, select them, and click the Open button. The documents are added to the Upload Files screen.

Click the Save button. The documents are added to the list.

To add council members to the list:

Click the Members tab.

Click the Add Members button. The Add Members to screen is displayed.

Select the checkboxes for the members you wish to add to the list.

Click the Add Members button at the bottom of the list. The selected members are added to the category.

Click the Back button at the bottom of the list to return to the list details screen.

To remove council members from the list:

Click the Members tab.

Select the checkboxes for the members you wish to remove from the list.

Click the Remove Selected button. A confirmation screen is displayed.

Click the Yes button. The selected member(s) are removed from the list.

10.

To control access to a document:

Click the

three-dot ellipsis button for the document and select Manage Member Access. The Access Control for document screen is displayed.

Select the Restrict Access checkbox for the panel member(s) who should not have access.

Click the Save button. The selected panel member(s) will not have access to the document.