Our document management system gives you tremendous flexibility to add documents to one or more events either by direct upload to the event or through your existing library of previously uploaded (and saved) documents.
UPLOAD A DOCUMENT
Documents you upload, appear under the DOCUMENTS button on your event listing. (You may change the name of this button in the DISPLAY OPTIONS area of the EventBuilder.)
The software distinguishes between two types of documents:
- Speaker Documents
- Other Documents
If uploading a standard document, leave the drop-down option at "Non-Speaker Related Document", as it is below. If you're uploading a speaker document, click the drop-down and choose a speaker - the drop-down will reveal all speakers currently in your organization.
Category and Title are entirely up to you! You'll also notice an option to Save to my document library - this option is ONLY available for Non-speaker related documents. The reason for this is the following:
- Speaker documents are specific to speakers, whom are specific to events, so there isn't an option to store these to your library
Your organization's document library is located on the dashboard, within Manage Organization and Organization Documents (sub-menu). Notice that documents can be directly uploaded into the library from here.
ADD A DOCUMENT FROM YOUR LIBRARY
If you decide to save a document to your library, it will be immediately available for use in future events, as well as whenever you register for another event (as your organization). To pull a document from your library into your document manager for any event, simply visit the top of the page and select a document:
MANAGING DOCUMENTS FOR YOUR EVENT
At the bottom of the Document Manager is where you will manage all documents for the particular event you're building. The panel has two displays: one for non-speaker documents and one for speaker documents (controlled by the two rectangular buttons at the top of the module).
This example shows how you can organize the display of your documents with an optional category name. In addition, you can grab the links for each document and use them in other areas of the site (like in the optional text blocks that can appear on your registration form, for download by your attendees).
On the "Show Speaker Documents" side of the module, you can create rules for how you want to show speaker documents. For example, a speaker in your library might have several documents you have uploaded to their profile in the past; however, only 1 document might be relevant for a particular event.