Adding & Sharing a Document

To add and share a document with any of your event contacts

  1. In the portal click Documents to open the Document management screen

  2. Click Add Document

  3. Drag a document into the Upload Document screen or click Choose a file

  4. After the document is added check the checkbox next to everyone you would like to have access

ℹ️ Note: everyone you share the document with will receive an email with a link to view the document


Sharing a Document

If you have already added a document and need to share it with someone else

  1. Next to the document, click on the Document Options button (icon shown above)

  2. Click Share

  3. Check the checkbox next to everyone you would like to have access


Remove a Document

To remove a document from the portal

  1. Next to the document, click on the Document Options button (icon shown above)

  2. Click Delete


Download a Document

To download a document, you can double click on it or

  1. Click on the Document Options button (icon shown above)

  2. Click Download

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