User-specific documents
User-specific documents
This feature can be activated in the Content block in the Backend.
NOTE: It’s important to load the attendees first in order to associate the documents to their session.
To add the icon, access click on Add new and select User documents.
Introduce an icon name and create the section, so it’s shown in the menu. Then click on the icon to access it and create the first entry by clicking on the blue botton Add new.
A new window will open where you’ll be asked to:
- Select an attendee previously created in the attendee list.
- Enter the document name.
- Upload the file (up to 5 MB).
- Click on Create.
By default, you may upload up to 3 documents that will be directly associated to the attendee and only visible to them.
Bulk import of documents for several attendees.
It’s possible to assign documents to several attendees by choosing the option Import, from which you may download an Excel template that contains three mandatory fields:
- E-mail: xxx@example.com
- Document name: Flight information, Train tickets…
- Document URL: Importing documents requires them to be already uploaded to a server, so their links must be added here.
Once filled, save the template as an Excel file and then upload the file in the same import section: Document – Choose File.
You may change the attendee and the associated document and name. To search more easily, you may filter the information by document name, e-mail and/or attendee name.
Finally, remember to publish the contents so attendees can receive the updates in their devices.