Events - Planning: Document Summary & Approval

Modified on Fri, 09 Jun 2023 at 12:31 PM

This article will provide you with an overview of the 'Document Summary' & 'Approval' stage of an event plan

Document Summary Tile:

The Document Summary tile displays all the documents you have uploaded throughout your event planning. From here you can view the category, document name, and download a copy if needed. 

To see more information about managing this section, click here.


Approval Tile:

The Approval tile is the final stage in the event planning process, which allows you to submit your plan for approval. By hovering over the 'Begin Approval' button, you can view any sections that have been missed or require additional information. 


This section also allows you to duplicate events, which will replicate all the information outlined in the planning at a later date.

For a full guide on duplicating events, please click here. 


We hope this guide helped with your enquiry.

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