How to organize your documents in the agenda

How Panorama displays your documents

Panorama automatically displays your documents in alphanumeric order in your agendas, minutes, and resolutions.

To display your documents in a specific order or to visually attach them to sub-topics, you can rename them directly in Panorama.

Renaming a document

1. Click on the pencil on the topic where you want to attach a document
2. Click "Add document" to attach your file (if not already done)
3. Once the document is attached, click on the pencil next to the document name
4. Rename the document according to the desired order
5. Important: Click "Save" to save your changes

Tips for naming your documents

To organize your documents in the desired order, use numeric or alphabetic prefixes:

Example for sub-topics

• 4.1 Q4 Financial Report.pdf
• 4.2 Budget Forecast 2026.pdf
• 4.3 Investment Plan.pdf

Example with simple numbers

• 1-Annual Report.pdf
• 2-Financial Statements.pdf
• 3-Recommendations.pdf

This method allows you to precisely control the display order of your documents, regardless of their original name.