The venue document storage in Hopsy allows the storage of documents against a single venue, and the option to distribute these immediately to this single venue, allowing access to either the manager only, or all venue staff.
If you would like to store documentation to all venues venue instead, click here for instructions.
You must be a 'company user' to manage company documentation.
As a company user you will have access to all company documentation stored.
Step 1 - Log in and head to the 'Company Settings' by clicking the company name in the bottom left. This is where all company settings are configured.
Step 2 - Once at the company settings Click the 'Venues' tab and find the correct venue to store the document against. Click into this venue.
Step 3 - Navigate to the 'Documents' tab within the venues submenu.
Step 4 - Click 'Attach Document'.
Step 5 - Enter the document name and details and choose a category under which the document will be listed. An expiry date can be added if necessary.
Expired documentation remains listed after expiry, but is highlighted as expired in all document indices.
Step 5 - Choose your sharing options. You can choose to share the document with either just the manager of the venue or ALL Hopsy users at the venue. Alternatively, you can choose to store the document here at this venue profile page but only for company staff to see.
Step 6 - Upload your document using the 'Upload Document' button and click 'Save'.
Documents are listed immediately. If the document is shared, the chosen users will also have immediate access to the documentation.
Other venues will not be able to see this document.