Planning the Event - Event Documents

1. The Documents Section
2. How to add a document
3. Next Steps

The Documents Section

To find the documents section for your event, go to the event dashboard and select the "Documents" tab on the left hand menu. This will take you to the documents page for the event.

There are two sections in the Documents section:

• Venue Documents - These are documents or links that have been automatically shared via the Document storage area at the Venue management level (Think general brochures and Venue info)
• Event Documents - These are documents specific to this event, that have been added either by you/your team or your Host/Customer. (Think specific contracts and personal information)

You can add Documents and links to this section to allow your customers the ability to use Hostology as their key planning area for their event - and also allow you to manage and store all relevant documents you need for the event in one easy to find place.

How to add a document

Once in the Document section, select the "+ Add New Document" button in the top right of the screen. This will then open a pop-up where you can add information to upload the document from.

Here you will have the following options:

• Select from Existing Venue Documents - You can choose a document from your Venue's Document storage area (see here for more info)
• Title - Add a Name for the Document or link
• Upload a Document - This is a clickable button which will allow you to upload a file from your computer onto the event. See on screen details for rules on file type and size.
• Add a Link - Add in a weblink if you are loading a link
• Make Visible to - Internal vs All. This will decide if only you and your venue team can see the document/link (Internal), or if your customer can also see this document/link (All)
• Notes - Add a note to the document, describing what it is or giving instructions in how to use it
• Save - Press this button once you have added the information - this will add it to the event.

Upload as many documents and links as you need for the event. Depending on the Visibility settings, these can also show on your Customers view too.

Next Steps

Check out how to use the Notes Feature here

Check out how to use the messaging feature in Hostology here

Check out how to add and invite your customers to Hostology here