This article explains how to store and find quotations, contracts, invoices and other files for an event in Event Planner.
REQUIREMENTS
- Permission to edit the planning (Company Owner, Admin or Manager)
UPLOAD A DOCUMENT
- In the event, open Planning › Documents.
- Click Add document.
- Drag the file into the upload area or select it.
- Select the type, supplier and trade.
- Optionally link the document to a quotation or receipt.
- Click Save.
DOCUMENT TYPES
| Type | Example |
|---|---|
| Quotation | PDF quotation from a caterer |
| Order | Order confirmation |
| Contract | Venue contract |
| Invoice | Invoice from the technical services company |
| Site plan | Hall plan, seating plan |
| Other | All other files |
FIND DOCUMENTS
The table displays all documents for the event, including their type, supplier, trade and reference. Sort using the column headings or open the filter row via Filter.
Documents also appear wherever they belong: in the trade flyout, with the supplier and with the sponsor.
| Tip: Files that you upload directly to a quotation, receipt or sponsorship also automatically appear under Documents. |
HAVE QUESTIONS?
If you have any questions, our Customer Service Team will be happy to help.