[VIDEO] File Requests

00:00: Welcome to session board in this quick video, we'll walk you through how to create 00:04: an assign a file request, task to a portal. 00:07: File. Request tasks are a great way to collect files from your event contacts. 00:12: Please note that this task type supports only one file upload the contacts 00:16: can upload updated versions if changes are needed, if you need to collect 00:21: multiple files, consider creating a separate file request, task for 00:25: each file, or using a portal form instead. 00:29: To begin navigate to the Portal's module and select file requests 00:33: at the top of your page. 00:35: To create a new file request, task select the button create request. 00:41: There are three types of file requests. You can create First people. 00:46: Collect files from Individual contacts. 00:48: Such as Speaker agreements from accepted speakers. 00:52: Second groups, collect files from sponsor or exhibitor groups 00:56: like an ad for a program book. Third sessions, collect 01:00: a file per session such as presentation materials. 01:04: In the pop-up, enter a title that will be visible to your event contacts in the portal 01:08: and select the type of file request. 01:10: You'd like to create 01:12: Add any instructions. The contact should follow when completing the task. 01:15: If helpful, you can also upload a sample file for them to download 01:19: and use as a reference. Once complete, do not forget to click 01:24: the save file, request button, 01:27: After creating your file request, task be sure to assign it to the appropriate 01:31: portal, so your contacts can view and complete it. 01:34: To do this, click portals at the top of the page, to return to the portal home. 01:39: Select the ellipses to the right of the portal, the task should be assigned to and 01:43: select edit tasks from the action list. 01:47: Navigate to the collect files widget and select the button assign. 01:50: File requests to assign the tasks. You have just created. 01:55: In the pop-up, check the box next to the task. 01:57: You want to assign to your portal and don't forget to click save in the bottom right corner. 02:02: After assigning your tasks, you can mark it as required. 02:05: By toggling the icon in the required column To configure additional 02:09: settings, such as a due date, click the pencil icon in the action column 02:15: If you're assigning a session file request, you can use the actions pop-up to apply 02:19: a filter. Only sessions that match. 02:22: The filter criteria will see the tasks and their portal. 02:26: You have successfully created and assigned. 02:28: A file request, task to your event portal. 02:31: If you have any questions, feel free to reach out to our support team. 02:35: Thank you for choosing session board.