Event Document Management | Planadar Help

Event Document Management

Where documents live

Documents are on the event page, under the Documents tab. As the organizer you see an Upload Document button there. Registered attendees see the documents you share with them.

Uploading a document

1. Open your event and go to the Documents tab.
2. Click Upload Document.
3. Choose the file. Accepted types: PDF, Word (DOC, DOCX), PowerPoint (PPT, PPTX), Excel (XLS, XLSX) and images (JPG, PNG, GIF, WebP). Each file can be up to 10 MB; a larger file or another type is refused with a message.
4. Check the Title (it is filled in from the file name) and add an optional description.
5. Leave Make visible to all attendees on to share the document, or turn it off to keep it to yourself.
6. Click Upload Document.

Who can open a document

• You, the organizer, can open every document of your event, shared or not.
• Registered attendees can open the documents marked visible to all attendees. A person who has not registered sees a "Register to Access Documents" message instead of the list.
• A document you did not share is visible to you only.
• Files open through a secure link that works for about an hour. A link copied from one person's browser does not give anyone else access, and stops working after that hour.

Downloads

Each document shows how many times it has been downloaded. Attendees can search the list by title or description.

Deleting a document

Click the bin icon next to a document. The document disappears from the list and its file is deleted.

Pro Tip: Upload key documents a week before the event so attendees can read them in advance.