Creating Documents

The Documents module in Sessionboard allows you to create personalized documents using data from your event speakers, sessions, sponsors, and exhibitors. This feature streamlines the process of producing standardized documents, saving your team valuable time and ensuring consistency.

• Example Documents You Can Create
• How to Create a Document
• Publish (Export) Your Document

Example Documents You Can Create: 

• Sessions

  • Session Outline 
  • Session Run of Show
• Speakers
  • Speaker Bio & Headshot Summary
  • Speaker Welcome Packet

• Sponsors
  • Sponsor Benefit Summaries

• • Onsite Contact List

• • Sponsor Welcome Packet
• Exhibitors 
  • Exhibitor Benefit Summaries
  • Onsite Contact List
  • Exhibitor Welcome Packet

How to Create a Document

From your left-hand menu, click on Documents. Tap the orange + Create Document button on the right-hand side to start a new document.

Within the pop-up module, provide the following details for your document. Select the orange Save & Next button to progress to the next page once complete.

Document Name (Required) Upload File (You are not required to upload a pre-existing file to edit) NOTE: If you upload a document by mistake and need to select a new one, exit out of the pop-up module and reselect + Create Document Document Type (This will default to Word Processing. Only Word documents can be created at this time.) Choose which record you want to associate the document with: Session, Speaker, Sponsor, or Exhibitor  This will be the base record; however, you will have the ability to include related fields for other modules (i.e. include related fields for speakers within a session document)  Filter Records: Apply a filter to control what records (i.e., speakers, sessions, sponsors, or exhibitors) the document will include

Document Editor

The Document Editor in Sessionboard allows event teams to quickly generate personalized documents by inserting merge fields that dynamically pull in session, speaker, sponsor, and exhibitor information.

These merge fields can be used to automatically populate details such as names, titles, session times, locations, bios, and more, saving time and ensuring accuracy across communications. If there is no data for a record, the record will not be skipped.

Include Related Fields 

To include related entries (e.g., a list of sessions tied to a specific speaker), users can insert a Related Fields Table, which will generate a structured table of linked data. This is ideal for creating assets such as speaker run-of-show documents, session outlines, sponsor benefit summaries, and more.

Adding a Header and Footer to Your Document

In the Document Editor, you can easily insert a header and footer to create a polished, professional look for your document. Simply click the paintbrush icon on the left side of your screen. From there, you can add text or an image that should appear consistently across every page. Headers and footers help reinforce branding and ensure key details are always visible.   NOTE: Headers & Footers will not appear in the preview document but will be included within the exported file.

Publish (Export) Your Document

Once you have completed editing your document and you are ready to export, select the blue Save & Next button at the top right-hand corner of your screen to export your created document.

The Preferences page will allow you to set your export preferences.  Checking the box Save as session content will attach the document as a file to each associated session record.  When you are ready to export the document, select the blue Publish button at the bottom of the screen.