You can create folders to organize your documents that are uploaded to events. Some typical folders are:
- Insurance
- Marketing Assets
- Technical Riders
- Box Office Reports
- Settlement Documents
Do you store your event documents in a folder structure in SharePoint, Google Drive, or another hosting service? No need to recreate that in Momentus Elite if you don't want to. You can simply add a link to the event folder, allowing you direct access to that folder. See Upload or Link an Event Document for instructions.
- Event Document Folders in System Admin
- Add Event Document Folders
- Edit Event Document Folders
- Inactivate Event Document Folders
Event Document Folders in System Admin
- Click on your name in the upper left corner and select System Admin to access the Admin console.
- Click event Events in the left sidebar and select the Detailing tab.
- Click Event Document Folders. You may need to click the arrow to scroll, depending on your screen size.
Add Event Document Folders
- Click the + add icon to open the Add Event Document Folder slider.
- Enter a name for the folder. Click Save.
Edit Event Document Folders
- Click a folder to open the Edit Event Document Folder slider.
- Edit the name.
- Click Save.
Inactivate Event Document Folders
When you inactivate a folder, the documents inside it and the inactive folder remain visible on events. You cannot add new documents or move documents to inactive folders.
- Click a folder to open the Edit Event Document Folder slider.
- In the slider, uncheck the box next to Active.
- Click Save.
To view inactive folders, click the visibility_off eye icon.
