Documents are similar to Agreements, but rather than collecting a signature they allow vendors to upload PDFs and other files. They are useful for gathering stuff like insurance binders, health department permits, business licenses, or any other permits and licenses that may be required in your county.

If you need contracts signed our Agreements function may be the better option.

1. Click on Documents in the Navigation Side Bar
2. Click on New document in the top right on the page

Select the Event that this Document applies to.

In the Name field enter a unique name. This name can be the same as used for other events but must be a unique among Documents for this event.

The Description field allows you to note what the purpose of the Document is. This is visible to the vendors and can be used for additional instructions about this document to the vendor.

The Admin Instructions section allows you to add internal instructions to remind staff what they need to look for before approving an uploaded Document. This section can have marked up text and images (such as an example).

Active must be checked for the Document show as available to use.

When done click the Create button to save and stay on this page to edit or click Create & create another to save and create a new Document.