Uploading Documents

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5
The Document Library is a collection of your uploaded files that can be linked to events, emails, and questions for invitees to read, reference, or complete. A "document" can be anything from a brochure to a release form but it must be 10 MB or less and in one of the following formats: PDF, Word, Excel, PowerPoint, iCalendar, text, or images (.bmp, .gif. jpg, .tiff, .png, .ai, and .eps). You can also tag documents as "internal" and restrict access to a trusted few. 

Uploading Account-Wide Documents


If you anticipate reusing your document in multiple events, like your sponsorship packet or dining map, store it in the account-wide Document Library. If not, you can upload it to a specific event.  

 
1 Access the Document Library. Begin by clicking Admin in the top right. Hover over Libraries and, under Templates, click Document Library.
 
NOTE: Don't see this section? Ask your administrator to give you full access to Library Management in Admin > Users > Manage > User Roles.

2 Upload the file. Double-click a folder. You cannot add a document without first opening a folder.

Click Add File at the top left of the library (circled below).

 
User-added image
 
Locate the file on your computer or network and click Open to add it.

3 Rename the file, if desired. Double-click the file or your newly added document. Click Edit Details and, in the Basic Information section, change the text in the Name field.

4 Restrict access, if necessary. Scroll down to the Security Settings section.

Limit the document to account users only by switching "Internal Document" to Yes. To further limit access, ensure "Limit which users can access this document" is switched to Yes, and check the users and user groups you want associated to it. Since these users will need to log in to Cvent before they can view the file, you won't be able to add internal documents to emails or webpages.

 
User-added image
 
Once you're done, click Save.

5 Add the document to your website, emails, or questions. You can link to this document anywhere you can access the HTML editor, including webpages, emails, and questions. Your invitees will be able to view or download it.

Uploading Event-Specific Documents

Store event-specific material in the event itself, making it easy to email or post agendas, PowerPoints, and floorplans without leaving the page.

1 Access your Classic and Flex event documents. Begin by selecting your Classic or Flex event. Hover over Event Details and, under General, click Event Configuration. Click Edit, then in the Planning section, check Event Documents. Click Save.
 
Hover over Event Details and, under Planning, click Documents.

 
NOTE: Don't see this section? Ask your administrator to give you full access to Library Management in Admin > Users > Manage > User Roles > User Role Details.
 
Or access the express event documents. Begin by selecting your express event. Click Event Details in the blue navigation bar, then Manage Documents.
 
NOTE: Don't see this section? Ask your administrator to give you full access to Library Management in Admin > Users > Manage > User Roles.
 
2 Upload the file. Click Upload Document.

Add a description, if necessary, then, click Browse... to locate the file on your computer or network. Select it and click Open to add it to your library.
 
User-added image
 
 
NOTE: File titles cannot be changed within Cvent. Instead, you'll need to rename the file on your computer, then upload it into your event.
 
3 Restrict access, if necessary. To limit this document to account users only, scroll down to the Security section, and switch "Internal Document" to Yes. Click the Yes that appears to further limit the users or user groups who can open it. Since these users will need to log in to Cvent before they can view the file, you won't be able to add internal documents to emails or webpages. 
 
User-added image

Once you're done, click Save.

4 Add the document to your Classic and Flex event's website, emails, or questions.
You can link to this document anywhere you can access the HTML editor, including webpages, emails, and questions in your Classic event. For your Flex events, you'll need to use the Site and Email Designers instead.
 
Your invitees will be able to view or download it.

Or add the document to your express registration's website. Within your widget, click the User-added image.  Double click on your event's folder, then the document. Don't forget to click Publish.
 

Did this article resolve your issue?

Yes
No

What can we do to make this article better?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.

  • 1
  • 2
  • 3
  • 4
  • 5

Did this article resolve your issue?

Yes
No

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?

What can we do to make this article better?

Did this article resolve your issue?


Excellent! Thank you for your feedback

Did this article resolve your issue?


We are sorry to hear that!  For more assistance, open a case and a Product Consultant will contact you directly.