Where to manage your documents?
Documents are no longer created at the category level, but directly at the event level.
To access them:
Go to the Registration tab,
Click the Documents button,
You will see the list of all documents for the event.
From this page you can:
Create a new document (blank or based on a template),
Duplicate an existing document,
Delete a document,
Open a document in the builder,
Search for a document.
Using a template
When you create a new document, you can start from:
a blank document,
a prebuilt template.
The available templates are:
Default (blank),
Order summary,
Visa.
A template pre-fills your document with typical sections and content. Ideal for speeding up the production of standardized documents.
Customize your documents with the Builder
The Document Builder follows the same principles as the site builder or the email builder. It relies on a specific Document theme that has its own sections and settings.
You can:
Add text, images, variables,
Use a snippet (HTML/Liquid) if needed,
Arrange the layout visually.
Attach a document to a category
Once the document is created and customized, you must attach it to one or more registration categories so it can be used by your participants.
From the Registration > Your Category > Documents tab, you can:
Link one or more documents,
Access their configuration,
Make them available for download.
⚠️ It is no longer possible to create a document using the old system and new categories will be required to use the new Document Builder.
In conclusion
The Document Builder enables centralized, simple and visual management of all your custom documents. It is part of the Builders family (emails, website...) and offers new structuring possibilities.