Set Up Where and How Documents and Attachments are Stored
Documents and attachments such as seating charts, floor plans, promotional information, and presentations can be added to events. To use this feature, complete setup steps in both J1 Desktop and J1 Web.
J1 Desktop
To enable the document storage feature, set up the following windows in J1 Desktop.
Document Configuration Window
Document Storage Setup Window
Select a document category on the Document Category tab.
Click the Make File Extensions Available for Document Storage System link to select file types and define their maximum file size.
In the Document Type Definition tab, define the document types associated with the document category. These document types categorize your attachments, manage related permissions, and are selected when an attachment is added in J1 Web via the Attach a File page.
Document Security Window
Grant permissions for J1 Web users to access documents and document types. These permissions determine who can view, add, edit, or delete attachments.
Note
Detailed steps for setting up allowed files types, sizes, and permissions are available in the J1 Desktop help.
J1 Web
The permissions for the Events documents and document types determine if you and other users can view, add, edit, or delete attachments for events.
J1 Web users must belong to a J1 Web role with permission to access one or more Events-specific document types or the user must be granted direct access to the Events document types (J1 Desktop Document Security window).