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How do I release an agenda? - with DMS integration

This article describes how you release an agenda in a team with DMS integration.
Click here to read about how to release an agenda created manually in FirstAgenda

After you publish your agenda in your DMS system, then make sure to release it in FirstAgenda, so the agenda will be available for the meeting participants in FirstAgenda. Usually it takes about fifteen minutes after the release in your DMS system until the agenda is ready in FirstAgenda. You can be notified when the agenda is ready.

Note: If you have released a meeting to a new team, you must be enrolled in the team as the agenda producer before you can see the meeting in the meeting list.

HOW to release Agendas in FIRSTAGENDA - with DMS integration:

  • Click at Meetings in the left menu
  • Click the orange arrow on the agenda, you want to release

(if you have uploaded an agenda that is older than 14 days, remember to customize the data fields at the top of the page)

  • You will now see a detailed agenda list that has a progress bar at the top where you can see if your agenda is ready for release. 

  • If there is a green tick on both Files and Processing your agenda is ready for release
  • Click on the orange Release button.
  • After you click Release, you'll see a screen with a comment field. Here you have the opportunity to comment on the agenda, you are going to release. The comment will be visible on the meetings frontpage and in the notification mail that the meeting participants receive. If you remove the check mark next to Notify team members, the meeting participants will not get the notification mail, that the agenda is ready in FirstAgenda. But the notification will still be at the frontpage of the meeting if you have not activated 'Hide history on the frontpage'.

  • First by clicking on Release the agenda is available to the teams members and those will receive the notification.
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