Please enable JavaScript to view this site.

EventPro Software User Manual

If you want Event Attendees to upload certain documents while registering online, define those requirements as Event Setup Attendee Documents here in the Edit Event window.

Screenshot of Attendee Documents tab in Edit Event window. 

Figure 155: Event Attendee Documents

 

The Document Names entered in the Edit Event window will appear as fields in the Required Documents page of the EPConnect online Attendee Registration wizard.

Example of required Attendee Documents in online registration wizard. 

Figure 156: Uploading Attendee Documents Online 

 

Registrants will be able to upload their documents directly online, and upon submitting their registration, the documents will be pulled through to the Documents tab in their EventPro Event Attendee record.

 

In the Edit Event window, under the Attendee Setup / Attendee Documents, click the New button.

The Event Setup Attendee Document edit form opens.

Screenshot of new Event Setup Attendee Document edit form opened from Edit Event window. 

Figure 157: Adding Setup Attendee Document 

 

Enter the Document Name. This is also the caption that will appear next to the upload field in the online registration wizard.

Select an option from the Required By drop-down list to indicate whether this document is required from Attendees, Guests, or All.

The Item Number determines a record's position relative to other records in a list. Change the Item # to change the record's position in the sort order.

 

When you are done defining the Event Setup Attendee Document, click Save and Close.

The Document Name will be added to the Attendee Documents tab.

 

© 2023 EventPro Software, a wholly owned subsidiary of Profit Systems Inc. All Rights Reserved.