Event Documents

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All documents related to an Event or Session are archived in the Event > Documents tab.

Documents in this tab can be opened, edited, cloned, printed or deleted. All documents containing text are also full-text indexed.

 

To View/Edit/Add Event Documents

1.Open the Event  Documents tab.

2.Review the Documents summary at the top of the window and details at the bottom of the window.

3.To import an Event document, click the Import Document from File icon ImportDocumentsFromFileB.

4.To mail merge an Event document, click the Create document via Template icon CreateDecumentViaEmailMergeB.

5.To create a new Event document, click the Create New Document for the Event icon PlusIconB.

 

Action Icons for Event Documents

 

EventDocumentActionIcons

Example: Event Documents