The Documents feature hosts PDFs and images that users open directly within your event or community. Give your attendees a place to easily access your Event App's session materials, sponsor sell sheets, daily meal menus, or downloadable copies of schedules or maps. You can even use Internal Links to link individual documents from the list to other places within the Event App or Community.

Screenshot of the Documents feature in the Web App.

Only have one document to upload? The Single Document feature is perfect for that.

Contents

Add the Documents feature

In your Event or Community navigation bar under ‘Event App’, click Features, then click Add Features. In the modal that appears, click Add under the Documents feature, then close the modal.

Screenshot showing the process just described.

Edit Settings

To customize the Documents feature name and icon, or use Groups to show the feature to only certain subsets of attendees, hover over the Documents feature in the features list and click the Settings (⚙️) icon.

Screenshots of the Settings cog on the documents feature and the Documents Settings modal.

When you're done making updates, click Save Changes.

Add documents and images

Now it's time to start uploading documents! Hover over the Documents feature in the Selected Features list and click Edit. This takes you to the Documents page.

Screenshot showing the Documents feature with a cursor hovering over it. The Edit button is indicated.

On the Documents page, either click the New Item button to upload a document, or click the Categories tab to set up categories for different types of documents.

Add Categories

Categories are ways to classify different types of documents. Applying a category to a document adds the name of the category below the document's label or subtitle in the features list and lets attendees filter documents by category. If you plan to use categories, it's best to set them up before adding documents. Refer to our article about using Categories for more information and instructions.

Screenshot of the Categories tab with an arrow pointing to the New Category button.

Add documents

From the Items tab, click New Item to upload a document.

⭐️ Keep in mind, you can also click the Upload button to import multiple documents at once.

Screenshot showing the process just described.

In the modal that appears, fill in the following information:

Screenshot of the New Item modal.
  • Name (required) - The document name shown in the Event App. We recommend keeping this short and simple, and include any additional information in the Label/Subtitle field.

  • Label/Subtitle - Enter any additional information that'll help attendees know the purpose of the document.

  • Category - Select the Category the document belongs to, if applicable. Attendees can use categories to filter documents.

  • Document (required) - To upload a document, simply click Upload Attachment(s) and follow the instructions in the uploader.

  • Add Internal Links - Link the document to other Event App features, such as Agenda sessions, Live Stream features, and more. Read our Internal Links article for or more information.

    ⭐️ Keep in mind, internally linked items don't appear in the Documents feature – they only appear on the item you link a document to.

When you're done, click Save Changes. You've just added a document to your Event App! 🎊 Repeat as necessary. If you have a lot of documents, remember that you can import multiple documents at once.

Manage documents

After adding categories and documents, you can take several actions to manage each:

  • Filter by categories (Items only)

  • Search

  • Drag and drop to reorder

  • Edit or delete

  • Multi-select and:

    • Assign to category (Items only)

    • Delete

Two screenshots showing the multiselect menu, item reordering, and the individual item menu.

Documents in practice

When attendees click or tap on the Documents feature, the documents appear listed out in the order you determined in the platform. The Label/Subtitle and Category appear below the document title. When Web App users click on a document, the document opens within your Event App.

Two screenshots showing a list of documents on the Mobile App and a document embedded in the Web App.

Mobile users access the document in their device's default PDF viewer.

How others have used the Documents feature

Here are some ways we've seen organizers use the Documents feature:

  • Session Materials - Add all session presentations in PDF format for easy review, or include any resources or reference documents that attendees should use during sessions. Remember to use internal links to link documents to relevant sessions, speakers, and more.

Screenshot of a list of session materials on mobile.
  • Attendees List, Map, or Agenda - Even though we have features for these, attendees may find it useful to have a downloadable version.

  • VIP Docs - Use the Documents feature to provide VIP information. Use the Visible to setting to ensure only the Groups who need it can view it. Learn more in our Groups feature guide.

  • Menus - Upload menus ahead of time so attendees can look forward to your delicious offerings. 🥦

  • Event Rules and Logistics - This is a great feature to provide the WiFi, dress code, and parking instructions. Does your venue already have this information in PDF or image format? Make it easy for yourself and upload it directly!

Screenshot of an FAQ list of documents on mobile.

Metrics

After attendees have interacted with your documents, the Feature Comparison chart on the Metrics tab shows the number of clicks for each document.

Refer to the Export section of our Data Dashboard article to explore all the additional data points you can access when you export the metrics.

Pro Tips! 😎

  • Let attendees know that all documents are in the Event App. Increase app adoption and save money on paper.

  • Tell attendees that presentations will be uploaded to the app after the event. Once they're uploaded, send an announcement letting attendees know.

For a personalized discussion on how you could use the Documents feature in your Event App, reach out to your Webex Events contact.

Now you know how to use the Documents feature! 👏 Only have one document to upload? The Single Document feature is perfect for that.

Questions? Chat Us or Email support@socio.events

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