Upload or Link a Function Document

• Upload a Document
• Link a Document

Upload a Document

1. Go to the Detailing tab of your event, and click the function you want to add the document to.
2. Click the Documents tab on the function details slider.
3. Click the blue + plus to open the Add Document slider.
4. In the Add Documents slider, click Add Files to select a document or drag and drop the document into the box. You can do this multiple times to upload multiple documents or drag-and-drop multiple files, at once.
   Documents may be any file format, but they cannot be larger than 30MB. At this time there is no storage limit for documents.
   
5. Add a description (optional).
6. By default, documents are shared with all users. If you are uploading sensitive documents (such as offer sheets or event settlements) you may wish to restrict users' access. You are able to restrict access to documents based on users' roles. If a user has any of the roles you specify, they will be able to access the document. If not, the document will not appear for them. Uncheck Shared with all users and click Give Access To to choose which roles to share the document with.
7. Click the blue X in the document card to remove it.
8. Click Save.

Link a Document

1. Go to the Detailing tab of your event, and click the function you want to add the document to.
2. Click the Documents tab on the function details slider.
3. Click the blue + plus to open the Add Document slider.
4. Click the Document Type field and select Link.
5. Enter information for the document link.
   1. Enter a name.
   2. Enter a URL. It is best to copy and paste the URL because http:// or https:// must be included.
   3. Enter a description (optional).
6. By default, documents are shared with all users. If you are uploading sensitive documents (such as offer sheets or event settlements) you may wish to restrict users' access. You are able to restrict access to documents based on users' roles. If a user has any of the roles you specify, they will be able to access the document. If not, the document will not appear for them. Uncheck Shared with all users and click Give Access To to choose which roles to share the document with.
7. Click Save.