EventPro Planner Manual

Add Attachment

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Add Attachment

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Add Attachment

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You can add files or documents, such as menus, speaker biographies and floor plans, to an Event, Attendee, Exhibitor, Company and Contact under the Attachments tab.

1.Locate the Event, Attendee, Exhibitor, Company or Contact to which you want to add an attachment, and view the appropriate Attachments tab:
Click to expand/collapse textEvent

Find the relevant event in the Event Maintenance screen.  Click the Attachments tab.

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Click to expand/collapse textAttendees

In the Event Maintenance screen, find the event containing the relevant Attendee.  Find the Attendee under the View Attendees tab.  In the bottom section of the screen, click on the Attachments tab.

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Click to expand/collapse textExhibitors

In the Event Maintenance screen, find the event containing the relevant Exhibitor.  Find the Exhibitor under the View Exhibitors tab.  In the bottom section of the screen, click on the Attachments tab.

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Click to expand/collapse textCompany

In the Company/Contacts screen, find the Company to which you want to add an Attachment.  In the bottom section of the screen, click the Attachments tab.

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Click to expand/collapse textContact

In the Company/Contacts screen, find the Contact to which you want to add an Attachment.  In the bottom section of the screen, click the Attachments tab.

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2.While viewing the Attachments tab, click the New button to the right.
3.The Document [New] window opens.

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4.From the drop-down list, choose whether you want the Storage Type to be Linked or Embedded.  Note that Embedded is only an option if you are running the Enterprise Version of EventPro Planner.
5.Click the ellipsis next to the Linked File or Embedded File field to open the Open window.  Select the appropriate file and click Open.

IMPORTANT NOTE about Linking Documents: You can attach a file from any folder, but if there are multiple users in EventPro Planner, ensure that the file is accessible by the same path for all users.

You may find it convenient to store important attachments in the default Attachment & Images folder so that all users will access the attachment by the same path.

Review Chapter 2: Setting Up EventPro Planner, Step 1: System Settings, General: Attachments & Images.

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6.The Description will default to the name of the file, but you can type in a new description if you prefer.
7.Once you have selected the file, you can click the View button to see a preview of the attachment.
8.Click Save.  The attachment will be added to the selection grid under the Attachments tab.