How do I add and manage Reference Documents?

Adding a Reference Document to your property

Step 1:

   
 

   

Enter your property's Admin Area by selecting the option 'Switch To Admin' from your User Menu.

Step 2:

   
     
Once in the Admin Property Dashboard, select to manage users from either the 'Reference Documents' option on the navigation sidebar or clicking on 'Manage' on the Reference Documents tile on the main area of the page. ref_docs_1.png

Step 3:

   
     

Once in the Reference Documents area, select the 'Add Reference Document' button at the top right of the page to continue. ref_doc_2.png

Step 4:

   
     

Next, you need to add a Title for your Reference Document (title must be at least 2 characters)Select which area you wish to add your Reference Document to.

Finally, click on 'Choose File' to select the file you wish to upload and to finish, click on the 'Save Document'button.

ref_doc_3.png

Step 5:

   
     

When your Reference Document has been successfully added you will see the following message. ref_doc_4.png

To return to your events, click on the 'Exit Admin Area' button at the top left of the page to leave the area.

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Removing a Reference Document from your property

Step 1:

   
 

   

Enter your property's Admin Area by selecting the option 'Switch To Admin' option from your User Menu.

Step 2:

   
     

Once in the Admin Property Dashboard, select to manage users from either the 'Reference Documents' option on the navigation sidebar or clicking on 'Manage' on the Reference Documents tile on the main area of the page.

Step 3:

   
     

From the index in the Reference Documents area, search for the existing document by placing your cursor at the 'Search' field, and typing part of the title of the document you wish to remove.The existing document will display in the search results. Next, click on the 'cogwheel' icon on the far right to edit the document.

Step 4:

   
     

Your next step will be to 'remove' the Reference Document from your property! Please click onto 'Delete' to continue.

Step 5:

   
     

You will be asked to confirm that you wish to remove this document from the property. Select the 'Yes' option to proceed.

Step 6:

   
     

Once you have confirmed, you will see the following message appear at the top of the page.

You have now successfully removed the Reference Document from the property, and it will no longer be able to be accessed in any events at your property! To return to your events, click on the 'Exit Admin Area' button on the top right of the navigation sidebar.