Add attachments to calendar events - CalendarGettingStarted.ascx

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Svetlana Maleeva 2022-04-25 12:22:34 +03:00
parent 386f3c961c
commit 377f23e010
7 changed files with 30 additions and 14 deletions

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<li>if you have several email accounts connected in the <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/userguides/groups-gettingstarted-mail.aspx")%>"><b>Mail</b></a> module, you can change the <b>Organizer</b> email address, selecting the necessary one from the list.
<p>You will receive notifications about the guest attendance to the selected email address.</p>
</li>
<li>add a <b>Description</b> for your event,</li>
<li>invite <b>Guests</b> to your event,
<p>Start typing the guest name or email address and choose the necessary contact from the list (your personal, CRM and portal contacts that match the entered characters are displayed there as you type). If you enter a new email address that is not stored in your <b>Mail</b> contacts, press <b>Enter</b> or click the <b>Ok</b> button on the right to add the guest.</p>
<p>Then you can specify the necessity for the presence of each guest. The <b>Required</b> option is selected by default, but you can change it to the <b>Optional</b> one.</p>
<p>To remove a guest, use the <img alt="Remove Guest Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/removeguest.png")%>" /> icon.</p>
<div class="notehelp">
Guests can only view the event. If you want to let another portal user edit the event and invite other guests, use the <b>Add users</b> link at the bottom of the page, and provide the user <b>Full access</b> to the event.
</div>
<li>add a <b>Description</b> for your event,
<div class="screen_block">
<img alt="Creating Events - Advanced Mode" target="img3_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/small/CreatingEvents.png")%>" />
<img alt="Creating Events - Advanced Mode" id="img3_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/big/CreatingEvents.png")%>" />
<div target="img3_eventcom_guides" class="screenphoto magnifier"></div>
</div>
</li>
<li>invite <b>Guests</b> to your event,
<p>Start typing the guest name or email address and choose the necessary contact from the list (your personal, CRM and portal contacts that match the entered characters are displayed there as you type). If you enter a new email address that is not stored in your <b>Mail</b> contacts, press <b>Enter</b> or click the <b>Ok</b> button on the right to add the guest.</p>
<p>Then you can specify the necessity for the presence of each guest. The <b>Required</b> option is selected by default, but you can change it to the <b>Optional</b> one.</p>
<p>To remove a guest, use the <img alt="Remove Guest Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/removeguest.png")%>" /> icon.</p>
<div class="notehelp">
Guests can only view the event. If you want to let another portal user edit the event and invite other guests, use the <b>Add users</b> link at the bottom of the page, and provide the user <b>Full access</b> to the event.
</div>
</li>
<li>share your event with other portal users, if necessary,
<p>Click the <b>Add users</b> link, check the persons you wish to share your event with and click the <b>Save</b> button. Use the filter field at the top to facilitate the search. Check the necessary group or the <b>Select All</b> option to add the users from the selected group or all the users respectively.</p>
<p>Then set the access type for each user. The <b>Read Only</b> option is selected by default, but you can grant <b>Full Access</b> so that the user can not only view but also edit the event.</p>
<p>To remove a user, use the <img alt="Remove Guest Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/removeguest.png")%>" /> icon.</p>
</li>
<li>click the <b>Save</b> button.
<p>If you have added some guests, the <b>Send invitations</b> window will appear. Decide if you want to send invitations to guests or not and click the corresponding button.</p>
</li>
</ol>
<div class="screen_block">
<div class="screen_block">
<img alt="Creating Events - Advanced Mode" target="img4_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/small/CreatingEvents2.png")%>" />
<img alt="Creating Events - Advanced Mode" id="img4_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/big/CreatingEvents2.png")%>" />
<div target="img4_eventcom_guides" class="screenphoto magnifier"></div>
</div>
</li>
<li>add attachments,
<p>You can attach documents from your local drive or <a href="<%=VirtualPathUtility.ToAbsolute("~/userguides/groups-gettingstarted-documents.aspx")%>">Documents</a> module to the event. Remember, that the file size must not exceed <b>15 MB</b>. To remove an attachment, click the <img alt="Remove Attachment Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/removeguest.png")%>" /> icon. If your event contains several attachments, you can use the <b>Delete All</b> option to remove all the files at once.</p>
<div class="screen_block">
<img alt="Creating Events - Advanced Mode" target="img13_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/small/attachments.png")%>" />
<img alt="Creating Events - Advanced Mode" id="img13_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/big/attachments.png")%>" />
<div target="img13_eventcom_guides" class="screenphoto magnifier"></div>
</div>
<p>If you want to attach links to some files from the <b>Documents</b> module instead of uploading files, use the <b>Attach files from Documents</b> option. In a new window that opens, switch between the <b>Documents</b> module sections and folders, check the necessary documents in the list and click the <b>Attach Files</b> button. If you have the <b>Read Only</b> access rights to a file from the <b>Shared with me</b> or <b>Common Documents</b> folder, you'll be prompted to copy the file to the <b>My documents</b> folder.</p>
<div class="screen_block">
<img alt="Creating Events - Advanced Mode" target="img14_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/small/attachments2.png")%>" />
<img alt="Creating Events - Advanced Mode" id="img14_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/Calendar/big/attachments2.png")%>" />
<div target="img14_eventcom_guides" class="screenphoto magnifier"></div>
</div>
<div class="notehelp">All documents will be available for the event guests with the 'Read only' access rights.</div>
</li>
<li>click the <b>Save</b> button.
<p>If you have added some guests, the <b>Send invitations</b> window will appear. Decide if you want to send invitations to guests or not and click the corresponding button.</p>
</li>
</ol>
<p>The added event will be highlighted with the color of the selected calendar.</p>
<p>The invited guests will receive email notifications, if you have decided to send them invitations. The guests will be able to accept/decline the invitation choosing the <b>Yes</b>, <b>Maybe</b> or <b>No</b> option right from the email message as well as from the event preview window in the <b>Calendar</b>. The decision can be changed later.</p>
<p>To open the event preview window, left-click the event in the calendar. In this window, you can also view the total number of invited guests and the quantity of guests who have accepted/declined the invitation.</p>

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