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Add Event Document to Class

Event Documents allow you to add links or plain text information to a 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 Class (or meeting) 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 class and the class end date is after the current date.
    • Post-Event-Available to attendees once the event has passed so when the 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.

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