Using Attachments

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Using Attachments

Attachments allow you to upload documents, such as handouts or job aids associated with a Scheduled Event. Users will be able to display and download the attachments from the Event Summary.

Additionally, attachments can be included in the Event Broadcast message template (Communication > Email Templates) or an ad hoc email to users (Event Edit > Users > Send Email Resend Message icon) or (Communication > Send Email) by inserting the [EventAttachment] variable in the message body.

KeyInfo  Key Information

Upload the following formats:  .docx, .pdf, .xlsx. not to exceed 10MB (binary) in size.

1.From the Event Details page, click the Attachments tab.

2.Click Attachments Add Record. You are given 2 radio button options.

a.File

EA_1

i.Click Select Button to browse and navigate to the location where the file is saved.

ii.Select the file, and then click Open.

iii.Click Upload Button.

b.URL

EA_2

i.Provide the label for your new hyperlinked URL.

ii.Enter the full URL of the attachment.

iii.Click Save Button

 

KeyInfo  Key Information

To delete an attachment:

1.Click in the row of the attachment.

2.Click Remove selected items Delete Button.

3.Click OK to confirm the deletion and dismiss the message.