Including resources in an agenda early on is a great way to not only prepare others for the meeting but also ensure that there are minimal disruptions during a meeting to find documents and other assets that need to be reviewed during the meeting.
Attach Resources to a Meeting
To attach resources to a Docket meeting use the following steps:
Select or create a meeting from the Event Panel on the left-hand side of your Docket account
You can add resources to new, existing and nonexistent Agenda items
Access on the Resource dropdown by clicking on the Resource button to the right of an agenda item
Select the type of resource you would like to add to the agenda item
The resources added to an agenda item will appear beneath the Agenda Description
NOTE: In addition to appearing within agenda items, all uploaded resources will be congregated into a General Resources agenda at the bottom of your meeting.
Resource Type: Files
A file from your computer can be added to the Docket meeting. Files will be named according to the name on your computer so if you wish to see the name reflect differently when saved to your meeting, rename the file on your computer first or make a copy before saving to the Docket meeting.
Files added to a Docket meeting are hosted on the Docket cloud so they can be accessible to your other meeting guests.
Files shared through Docket meetings are accessible to all meeting guests according to the way the file is shared. If the file does not have a password on it when saved to Docket, it will be readily accessible to meeting guests. If a file does have a password on it, meeting guests will need to be advised of the password to access.
Resource Type: Google Drive
Documents from your Google Drive can be added to your Docket meetings. Google Drive documents will be named according to how they are named on your Google Drive so if you wish to see the name reflect differently when saved to your meeting, rename the document on your Google Drive first or make a copy before saving to the Docket meeting.
Google Drive documents added to a Docket meeting are hosted on the Google Drive. Docket is passing the link to enable meeting guests to get to the Google Drive to access the document.
Google Drive documents shared through Docket meetings are accessible to all meeting guests according to the Google document permissions. If the meeting guest has been granted access, they will be able to access the document link. If a meeting guest has not been granted access to the Google document, they will be unable to access the document through the Docket meeting.
Resource Type: Link
Links added to Docket meetings are named according to how you name them when you save them to your Docket meeting. This type of Docket resource asks you to name the link you are saving to the meeting.
Links are merely links to a web page and are not stored on Docket. They are included as part of the information in the meeting for your meeting guests to be able to click and access during the meeting process.
NOTE: https:// will pre-fill when creating a link resource in documents. You only need to include the URL that begins immediately after https://
Links are accessible to meeting guests however they would be accessible when directly looking at the link in a browser. Considerations for link access includes:
Does the link require credentials?
Is the link functioning outside of Docket?
Does optimal viewing of the link require specific browser or device settings?
To remove a resource from a meeting, go to the agenda item the resource was added and click on the X sign to the right of the resource. This will remove the item resource from the agenda item and meeting.
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