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Documents

This section allows you to store frequently referenced documents. Some examples may include room layouts, fee structures, or any internal policy that you want to share with an internal or external requester. Storing a document in this section allows you to access and email it to someone when logged into Facility Schedule. The Administrator and Site Administrator roles have access to the Documents tab.

How to Add a Document

• Click on the Add link in the Actions Menu.
• Click on the Documents link. Fill in the following fields on the Document Attachment screen:
  • Enter the Title or name of the document.
  • Create a Hyperlink name. This can be the same as the Title.
  • Click on Browse and locate the document on your computer.
  • Once you have selected the document, click on Upload Now.
  • You will have the option to Add another document or go Back to the listing of documents.

   

• To view a stored document, click on the Documents tab and click on the Title of the document.
• To delete a document from the list, click on the red X () to the left of the document title.

How to Email a Document

• Click on the Documents tab.
• Find the document that you would like to send out and click on Email to.
• An email window will open and the document link will be contained in the body of the email. The recipient will click on the link to view the document.

Documents in Community Schedule

If your organization owns Community Schedule, the documents you add to Facility Schedule can be made visible to your external Community Schedule requesters on their Documents tab. However, certain documents can also be hidden from external requesters. Once a document has been uploaded:

 

• Click on the Documents tab.
• Click on the Description name.
• Check the box next to Check here to show this Document in Community Schedule to make it available in Community Schedule. Uncheck the box to hide the document.
• Click on Update.