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You have the capability to upload different types of documents, however, the preferred document type is PDF. When you upload a Word document, the system automatically converts it to PDF after it is published on the website. There is sometimes a delay in that conversion process, so in the mean time, someone can open your document in Word and save it as Word. Another thing to consider is that formatting such as strike, underline, color and highlight are not retained when the system converts from Word to PDF. If you have a document with any formatting you would have to convert it to PDF before uploading it as an attachment to protect that formatting.
See procedures for contracts in the online Staff User Guides.
Click on the Files Module (even if you are already in it--this assures you are in Search Mode). Go to the Details tab and enter your email address in the "Entered By" field. Click Search in the green toolbar at the top. You can also fill in other fields such as agenda date to filter your created files by more specific criteria. Double click a file name to open it. Then you can use the arrows on the top right of the window to go forward and backward from one file to the next, or click on the pointing finger icon to return back to the search results list.
If you prefer to use a spell checker, create your document in Word on your computer first, spell-check it, then copy and paste it into the appropriate boxes of the Title and Summary Word Template. The Template itself does not have the ability to check spelling.
If you'd like someone to be able to edit your file while it's in the formation (draft) stage, in the Files Module go to Tools>File Assignments and choose someone to assign the file to.
You can delete people from an active sequence only if the file has not yet come to them. To do this, go to the Files module and the Approval Tracking tab. At the bottom of the window, click on the Pause button to pause the sequence. You can then delete someone who has not yet been involved in the approval process.
No. The file is a record of the whole life of the file. We want to keep attachments. You can even add replacement files, but for the record, the old one should stay to show the file's history.
No. Legistar is just a copy of the original document on your computer. Legistar does not sync in any way to your computer's drives. If you change a document for Legistar on your computer, you would need to attach it again to copy the edited version to Legistar.