Documents
All PlansCreate documents from templates for participants and events.
Available in
| Resource | Starter | Professional | Business | Enterprise |
|---|---|---|---|---|
| Document Templates | 5 | 15 | 30 | Unlimited |
| docs.limits.document_categories | 5 | 15 | 30 | Unlimited |
The document module enables automatic creation of contracts, certificates, and other documents from templates.
Document Templates
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Create Template - New document template with placeholders
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WYSIWYG Editor - Visual editing with formatting
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Placeholders - Dynamic fields from participant and event data
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PDF Export - Generate documents as PDF
Document Types
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Contracts - Participation contracts with electronic signature
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Certificates - Participation certificates and confirmations
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Name Badges - Badges for the event
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Booth Cards - Information about assigned booth
Document Workflow
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Create Manually - Generate document for individual participant
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Bulk Generation - Documents for multiple participants at once
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Automatic - Create automatically on status change
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Email Sending - Send documents as email attachments
Contract Management
Dedicated overview of all contracts with status tracking:
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Contract List - View all documents with contract status in a dedicated list view
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Status Filter - Filter by contract status (Draft, Pending Signature, Active, Terminated)
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Statistics - Overview of contract statistics by status
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Search - Search contracts by name, participant, or event
Tips
- Use the preview function to check templates before sending
- Placeholders start with {{ and end with }}
- Special print formats are available for name badges
- The contract list provides a quick overview of all pending and active contracts