Overview
Documents could include: event agendas or assignments, speaker/staff volunteer agreements or contracts, travel information, compensation information, expense reports, faculty handouts, etc.
netFORUM only stores documents on a record or profile. You can create a document on the List page and upload it into netFORUM. It is recommended, however that the documents be created outside of netFORUM and then uploaded.
The Speaker Presentation, Speaker Handouts, and Speaker Documents functionalities share the SAME document upload processes.
Since Speakers often come from outside of your organization, they may provide you with many of their own documents, presentation, and handout materials. To add them to their Speaker Profile will require use of the Document Upload feature on the Add - Events Faculty Document window.
Usage
Documents can be added from the Faculty or Misc tabs on the Event Profile or from the Info tab on the following:
- Events Faculty (Staff) Profile
- Events Speaker Profile
- Events Faculty (Volunteer) Profile
Note: On the Events Speaker Profile, the documents are added from the "General" tab.
To Add a Document:
1. On the Events Profile page, click the Faculty or Misc tab (if it is not already selected) or on the Events Faculty (Staff or Volunteer) or Events Speaker page, click the Info or General tab.
2. On the appropriate child form, expand the record of the faculty member for whom you wish to add the document. Their name will pre-populate the name field.
3. Click the [add document] link on the right side of the child form. The Add - Events Faculty Document window displays. (Note: If in the Misc tab, the Add - Events Document window will display)
4. Select a document from the document drop-down list.
5. Click Save
The Add - Events Faculty Document Window
6. If the document has NOT already been uploaded into netFORUM, click the Add button to the right of the document drop-down list to Upload a Document.
7. When that process is complete, the document will automatically populate the document field on the Add - Events Faculty Document window.
Note: The document code will display as a link to the document or URL in the grandchild form.