Help Documents - Version 5 File Cabinet WizardHow do I upload files into the File Cabinet?

How do I upload files into the File Cabinet?

The File Cabinet Wizard is a tool used to upload files into a central storage place. Files can be images, graphics, PDF files, Word and Excel files or any other file type.

Which tool do I use to access the File Cabinet Wizard?

The File Cabinet Wizard opens ...

Upload your files into any of the 6 folders. All files within a folder will automatically display on the page indicated by the folder name. If you want the file to be displayed in 2 or more places, then upload a copy to each folder. You cannot select which files will be displayed. If you need to exclude a file from the list, you must delete it from the folder.

NOTE (#1): The Collaboration Documents folder behaves DIFFERENTLY. Files in this folder DO NOT automatically display on any page. Once you upload a file into this folder, you will have a URL for that file. You can then copy and paste that URL:

If the file is an image or graphic, the image or graphic will display. If its any other type of file, a link will be created that will download the file when the link is clicked.

How are these 6 folders used?

With the exception of the Collaboration Documents folder, any file in any of the other 5 folders will display as a clickable link to the uploaded file on the page indicated by the folder name.

  1. The Registrant Downloads folder is used to add files to your event's registration page. This is useful when you want to provide to your attendees additional forms, agendas, speaker's bios or speaker papers or any other documents. Any file that you upload into this folder will automatically display a download link on your registration page.
  2. If you want the same file(s) to be included in the email confirmation messages, then put a copy in that folder also
  3. When you name your file, choose words that describe what is in the file - for example: Driving_Directions_to_Event_2010_Conference.PDF
  4. The Collaboration Documents folder is used for uploading graphics or other filetypes in order to obtain a URL for inclusion in a WYSIWYG Editor window or a web page (files in this folder are NOT downloadable)
  5. The Registrant Accepted Email Messages folder: documents in this folder will automatically display as clickable links in the confirmation email message sent to registrants who accepted (if you add the merge code: How do I add File Cabinet merge codes?)
  6. The Registrant Declined Email Messages folder: documents in this folder will automatically display as clickable links in the confirmation email message sent to registrants who declined (if you add the merge code: How do I add File Cabinet merge codes?)
  7. The Event Offline folder: documents in this folder will automatically display as clickable links on the event offline web page
  8. The Event Expired folder: documents in this folder will automatically display on the event expired web page which is seen by registrants that try to register AFTER the event has occurred

Example confirmation email message with 2 file links displayed ...

The 2 files in the File Cabinet's Registrant Accepted Email Messages folder are automatically displayed as clickable links in the email message.

This example is a Reminder to Attend message AND has included the 2 files from the Registrant Accepted Email Messages folder because the event owner wants to make sure the registrants have access to them. This example was created with MERGE_CODES - How do I insert file links into confirmation email messages?

Example confirmation email message with 2 file links displayed ...

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