Using Meetings to Distribute Files

This article will walk you through how to attach files to your event to distribute meeting-related documents. As an example, we’ll use a Board of Directors meeting. We used an event to invite our board members to the meeting. A few days before the meeting, I need to distribute the board packet. I’ll use the event so that it will act as a meeting reminder and also allow me to file my documents with the meeting.

Here’s how it works:

You can add files to new events as they are created, but for this example, we are going to use an existing meeting.

Click on the existing event to open it.

Click Edit.

Scroll down to Files and click Add File. Select your file and click Upload.

Select your file(s) and click Upload.

Once your file is added, click Save.

If you have set this up as a recurring event, select Just this occurrence

If you would like to send an email notification, confirm the users in the Send To field, type your message and click Send Email. If you prefer not to send an email notification, simply click Not Now.

By sending a notification, your invitees will receive a meeting update with the files attached. They will be able to view/download those files directly from the event notification.

You can close the event when complete. To view the file in your channel, click on the Files tab.

Click on the green Events folder.

You'll see a new folder with your meeting name. Click on it to open.

You should be able to see/open all of the files you attached to the meeting.