How To Guides

Short, task-focused guides for common things you need to do in Our Cat Herder.

Meetings & Agendas

• Delete an Attachment from a Meeting Agenda — Remove or replace attachments in the agenda builder.
• Add Non-Numbered Agenda Items like Breaks or Lunch — Tick "Skip Numeration" when editing an agenda item.
• Notify Members About Updated Meeting Papers — Use the Discussion tab to post a comment, which sends a notification to all attendees.

Members

• Update a Member's Name — Members must update their own name through their My Details / My Profile area. Admins cannot change it for them.
• Re-add a Removed Member — Add them again using their email address. No new account creation is needed.

Documents

• Fix File Upload Issues — If uploads fail, copy the file to your Desktop first. Files on network drives or cloud-only locations cannot be uploaded directly.
• Save an Email as PDF for Upload — Email files (.eml, .msg) are not supported. Save the email as a PDF first using your email app's print or save function.

Navigation

• Hide or Show the Left Menu — Click the three bars icon between search and the menu to toggle it.
• Use Keyboard Shortcuts — Press Cmd+K (macOS) or Ctrl+K (Windows) to see available keyboard shortcuts for quick navigation.