Add Event Document to a Meeting

1. Open up an Advanced Find Window.

2. Change the Look For drop-down menu to Event Documents.

3. Click on the Results button.

4. This is where you can see all previously created Documents, or create a new one by clicking the New Event Document Button.

5. Fill out the relevant fields pertaining to your Event Document, and click Save.

6. In the navigation select Related > Classes or Related > Meetings to add this document to the relevant Record

OR

7.  From the Meeting or Class Record, navigate to Event Documents

8. Click on Add Existing Event Document.

9. A window will pop up where you can search for Event Documents. Once you have selected the relevant Event Document, click Add.

Fields to Note:

• 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.