Create Document (at Event Level)

(Event) > Plan > Planning > Documents > Add New
or
(Event) > Plan > Planning > Documents > (Document) > Edit

Use this page to create or edit an event-related document.

(To view and create account-level documents, which can be associated with one or more events and/or one or more suppliers, got to  > Events > Documents.)

Create a New Document

This section contains the following fields:

• Name – (Required) Enter a name for the document.

• Type – Select the document type from the drop-down list. ("Contract", "RFP", "RFP Response", or a new type that has been added.)
  To create a new type, select Add a new type and enter a name for it.

• Description – Enter a description for the document.

Once you save the document, this section will also include a download document link. You can copy and paste this link and use it to share the document with your suppliers, users, and partners.

Select File

• File Path – Select this option if you wish to upload a local file. Click Browse to locate the file on your machine.

• File Link – Select this option if the document is accessible via the web, and you wish to include a link to the file.

Event Assignments

A list of events that this document has been associated with. An association will automatically be created for this event.

You can optionally associate the document with additional events. To create a new event assignment, click the Add Event button. Note that this button will not appear until you save a document. Select an event from the drop-down list and click Save. Note that an event can only be associated with a document once, so any events that have already been assigned to the document will not appear in the drop-down list.

Supplier Assignments

A list of suppliers that this document has been associated with.

To create a new supplier assignment, click the Add Supplier button. Note that this button will not appear until you save a document. Select a supplier from the drop-down list and click Save. Note that a supplier can only be associated with a document once, so any suppliers that have already been assigned to the document will not appear in the drop-down list.