Event Documents
The Documents Section
To find the documents section for your event, go to the event dashboard and select the "Documents" tab on the left hand menu.
There are two sections in the Documents page:
- Venue Documents - These are documents or links that have been automatically shared via the Document storage area at the Venue management level ( general brochures and venue info).
- Event Documents - These are documents specific to this event, that have been added either by you/your team or your Host/Customer (specific contracts and personal information).
How to add a document
Once in the Document section, select the "+ Add New Document" button in the top right of the screen. This will then open a pop-up where you can add information to upload the document from.
Here you will have the following options:
- Select from Existing Venue Documents - You can choose a document from your Venue's Document storage area
- Title - Add a Name for the Document/link
- Upload a Document - Click this to upload a file from your computer onto the event (see on screen details for rules on file type and size).
- Add a Link - Add in a web address (URL) to attach an external link to the event.
- Make Visible to - This will decide if only you and your venue team can see the document/link (Internal), or if your customer can also see this document/link (All).
- Notes - Add a note to the document, describing what it is or giving instructions in how to use it
- Save - Press this button once you have added the information - this will add it to the event.
You can upload as many documents and links as you need for the event. Depending on the Visibility settings, these can also show on your Customers view too.