Existing documents can be shared in the event portal by including them in the Event Portal Base Configuration or by adding them during Event Portal Setup. Newly created or received documents can be pushed to display in an event portal, negating the need to edit the setup to display additional documents.
To add and display a new document in Event Portal:
- Click the Events link from the Main Menu. The Events page opens.
- Click to select the event. The event details pane displays.
- Select the Documents tab.
- Click the Add button. The Add Document window opens.
- Enter the necessary information.
- Description - Name of the document that displays in the Documents tab.
- Type - Type of document you are adding. For example, Excel or Word.
- Function - Function the document is associated with. This is optional.
- Select the Details tab.
- Enter a Heading and Category. This is optional.
- Enter the necessary information.
- Sensitivity - Sensitivity for the document. This can determine who is able to view and/or edit the document.
- Sort - Order the document displays. (01 for first, 02 for second, etc.)
- EP Category - Document and/or task category for the document. The EP Category can be enabled as a filter when completing the Event Portal Base Configuration. Adding an EP Category to all applicable documents is a recommended best practice.
- Check the Show on Event Portal check box.
- Click OK. The applicable document program opens. For example, if Word is selected, Microsoft Word opens.
- Enter the information into the document.
- Click the Save button in the document program.
- Close out of the document program. The document displays in the Document tab of the event and is added to the Documents tab of Event Portal Setup.
To import and display a new document in Event Portal:
- Click the Events link from the Main Menu. The Events page opens.
- Click to select the event. The event details pane displays.
- Select the Documents tab.
- Click the arrow next to the Add button.
- Select Import Document(s). The Open window displays.
- Select the document to import.
- Click Open. The Import Document window opens.
- Enter the necessary information as described previously in this article.
- Check the Show on Event Portal check box.
- Click Import. The document is imported into the Document tab of the event and is added to the Documents tab of Event Portal Setup.
To edit an existing event document to display in Event Portal:
- Click the Events link from the Main Menu. The Events page opens.
- Click to select the event. The event details pane displays.
- Select the Documents tab.
- Right-click the document, go to View, then select the Properties option. the Document Properties window opens.
- Select the Details tab.
- Select an EP Category.
- Check the Show on Event Portal check box.
- Click OK. The document is added to the Documents tab of Event Portal Setup.
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