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Add Event Document to a Meeting

Event Documents allow you to add links or plain text information to a Meeting or Class and the ability to determine when people can access the information.

  • Document Name - A unique name to identify the document when linking it to Meeting or Class records.
  • Type - Designates at what point in the process this documents will be available.
    • Pre-Event - Documents are available to anyone who can view the meeting/class details page.
    • Attendees -Available to people who have registered for the meeting/class and the meeting/class end date is after the current date.
    • Post-Event-Available to attendees once the event has passed so when the meeting/class end date is before the current date.
  • URL - If the Display Behavior is to redirect customers to a link, then you can set the URL here.
  • Description - If the Display Behavior is to show the description only you can set that information here.
  • Sort Order - If there are multiple Event Documents, you can specify they order in which they are listed on the portal.
  • Display Behavior - determines how customers will access and view this information.
    • Document Name as Link - Name will include a link to the URL or attached notes
    • Document Name as Plain Text - Name will be in plain text with a link to attachment below.
    • Description Field Only - WYSIWYG display of what is in the description field so that you can embed information.

 

CREATE AN EVENT DOCUMENT

  1. In Advanced find look for Event Documents
  2. Click Results
  3. Click Add New Event Document and fill in required fields. You must include a URL, a Note (downloadable document), or a description with embedded content.
  4. Save (and add Note if needed)
  5. In the navigation select Classes or Meetings and relate the existing class or meeting to this document

OR

  1. From the Meeting or Class Record navigate to Event Documents
  2. Click Add Existing
  3. In the lookup click +New
  4. Fill in required fields and Save (add a Note if needed)
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