Files

Navigate to: Menu > Acts & Performers > Files

Overview

Files is one shared place for your contracts, settlements and crew documents. Everyone in your organisation can view the files and folders here and upload their own, so your whole team always has the latest version.

From Files you can:

•       Upload files

•       Create folders

•       Search for files

•       Create a link to share a file

•       Request an e-signature

Visible to your team

All files and folders in Files are visible to everyone across your organisation. Anyone on your team can open, view, share and upload files.

Default folders

Files comes with the following folders, which you can use as they are or add to:

•       Production & Technical

•       Box Office & Ticketing

•       Finance

•       Front of House & Operations

The number of files in each folder is shown beside the folder name.

Upload a file

•       Go to Acts & Performers > Files

•       Click Add File

•       Select the file from your computer

•       Choose the folder you want to save it in

•       Save

The file is now available to everyone in your organisation.

Create a folder

•       Go to Acts & Performers > Files

•       Click Add Folder

•       Enter a name for the folder

•       Save

Open, view and share files

•       Click on a folder to open it

•       Click on a file to view it

Search for a file

Enter the file name in the search box at the top right of the page.

Create a link to a file

You can create a link to a file to share it with people inside or outside your organisation, such as a performer, promoter or crew member.

•       Open the folder and find the file

•       Click the link option on the file

•       Copy the link and send it to the person you want to share it with

Request an e-signature

You can send a file for e-signature directly from Files, for example a performer contract or settlement.

•       Go to Acts & Performers > Files

•       Click Request E-Signature

•       Select the file you want signed

•       Your chosen e-sign provider will open so you can send the document for signature

Before you can request e-signatures, your e-sign provider must be set up in Admin > Settings. See the Pipelines article for how to set up your provider. E-signatures can also be requested from any card in Acts & Performers > Pipelines.