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Which Event will my Document pull its information from?
Which Event will my Document pull its information from?
Updated over 3 months ago

Objective:

  • Attach multiple Events in your Documents

  • Decide what Event my Document Merge Fields will use as a Source

  • Set a primary Event for your Documents

Answer:

When creating a Document from a Template on a Booking, you will be given the option to select one or multiple Events to link. While the Document can be connected to multiple Events, the Event that is listed as Primary is where the merge fields will pull the majority of the information.

To change the Primary Event, click the Make Primary button next to the appropriate Event name.

Additional Information:

You can link and unlink Events from your Documents after it is created by following the steps outlined here

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