Adding a document to the event page will create a link that allows the registrant to view and download the document. There is also an option to allow the registrant to acknowledge it.
Navigate to the event page Event Setup tab, then the Document sub-tab. Click on Select file... to select the file to upload. This file should be a pdf and a file size of 10 MB or less.
Once you have selected the file it will be shown under the Select File button. Click on Upload to add the document to the page.
With the document uploaded, enter the Document Name and a Headline. If you wish to require acknowledgement, you can toggle Requires Acknowledgement to YES. If you are finished with the event setup step, you can click Next to continue.
The document will appear on the event form with the link highlighted in blue. If it requires an acknowledgement, there will be a box to the left of the headline.
If you need to replace the document, you will click on Remove File, then follow the same process again to add the new document.
Event Document Survey
Under the document tab can also choose to replace the standard document out to launch a previously created survey/form. The survey/form will allow the registrant to answer questions and then submit them before completing their event registration. The results of that survey/form can then be launch on the main Events grid under the “Survey Result” column.
To use a survey turn on the "Use Survey/Form" setting the toggle field to "YES". Once active this page will display additional fields such as:
Survey/Form - Select which Survey/Form should be linked to this Event.
Save Submissions as a Document - When set to "YES" a PDF file containing the answers submitted within the Survey/Form will be saved on the registering Constituent's record.
Document Category - Select which category should be assigned to the document created for the submitted survey/form.
Note: the Survey/Form doesn't require the Name & Email question to be linked to the Event Registrant's Event Registration. But if you want the Name to display under the Survey/Form Results you should include that question type.
