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Guestline Advanced C&B: Create document groups

You can create document groups, to help organise documents attached to your event, in a few easy steps.

Xanthe Jackson avatar
Written by Xanthe Jackson
Updated over a week ago

Document groups are normally set up by your Implementation Specialist and give you the ability to attach documents to the document tab on the event booking page.

To create document groups, follow the steps below:

  1. Navigate to Advanced C&B, then from the Configuration menu select Document Groups.

  2. Click New.

  3. Complete the information as required:

    • Role is selected from the drop down options.

    • Code which is limited to 3 characters.

    • Description is a free type box.

    • Extensions can be ticked to show file extensions to be used.

  4. Click Save.

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