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Security Note: This Feature Requires Special Security Access

If you need access to use this feature, contact your 25Live Administrator. In the Series25 Group Administration tool, they can set groups option Administrative > 3.0 to Yes to allow access for your security group.

What Can You Do With The Custom Document Feature?


Image: Example of a custom event contract.

Users with appropriate permissions (See the Series25 Group Administration tool help) can easily create and edit custom documents (such as event contracts) by adding content for:

  • Header (top of the document)
  • Body (middle/main section of the document)
  • Footer (bottom of the document)

This feature allows creation of content more quickly and easily than creating a full custom report (which can now be reserved for creating more complex content). Custom content can include rich text, images, links, tables, and many variables for including event information.

After creation, custom documents can be printed with events using the More Actions section in the Event Details view as well as included in emails.

Creating a New Custom Document

1. Go to the Document Management View in System Settings

The More menu in the top navigation bar
Image: The More menu in the top navigation bar has a link to the System Settings view.

After logging into 25Live Pro as an administrator or user with permissions to access System Settings, open the More menu in the top navigation bar.

System Settings link in More menu
Image: The System Settings link is in the More menu.

Use the menu link to go to the System Settings view, then continue to the Document Management section.

Document Management section in System Settings
Image: The Document Management section is the System Settings.

2. Choose Create Document and Type Name

Creat Document link on the side
Image: The Create Document option is in the left-side, blue menu.

In the left-side, blue menu bar, choose Create Document.

At the top of the view, type in the Name field. This is an internal (not public) name used for organization.

3. Complete the Header, Body, and Footer Sections

Formatting options
Image: Content fields offer many formatting and additional content options.

  • The Header field controls what will show at the top of your custom document.
  • Use the Body field to add content to the middle of your document.
  • The Footer field will display at the bottom of the document.

All three content fields feature many formatting options that are similar to what you find in other areas of 25Live as well as in many common internet applications for bold, italic, and changing font type and font size.

Link in a content field
Image: After completing options, the link will appear underlined in blue by default.

The link icon (Link icon in content field) provides the ability to create links on text or images. Simply highlight the text or image, enter the URL (address), title for the link (important for accessibility), and choose whether you want the link to open in the current window or a new window/tab.

Adding Images

Image in a content field
After adding an image, it will appear in the content field.

Use the Insert menu at the top of any of the fields, and choose the Image option to enter:

  • The URL Source for the image (which should be hosted elsewhere, such as your institution's website)
  • The Alternative description which is important for use of accessible screen readers
  • The Width and Height of the image (if different than the auto-completed values)

The image will display within the field if the URL is correct. Click or tap on the image again to edit its options.

Using Tables

Table Properties box
Image: The table options include the size and alignment of the table.

At the top of the field, use the Insert dropdown menu and the Table option. You will then need to complete:

  • The number of columns (Cols) and Rows needed in your table
  • Width and Height of your table expressed as a percentage or pixels (100% is the easiest recommendation)
  • The number of pixels for a Border width (0 for none)
  • If a Caption should display (useful for screen readers)
  • And the Alignment to display the table in (useful if less than 100% width)

If you use the link to the Advanced section, for additional border and color options.

Using Template Variables

Template variables are encoded values that will pull data dynamically into your custom document, such as an event requestor's email, an event name, and custom variables.

View List of Template Variable Examples

Tip: Viewing Source Code

If you are very technical, you can use the Tools Source Code option to edit the source code in any content field.

4. Preview Your Document

25Live gives you the opportunity to preview your document using an internal Event Reference, which is in the format of:

 Four-digit yearDashSix uppercase letters
2021-AAZHZA

This reference ID will pull information from the event to populate any template variables used in the content.

5. Save Your Document

Use the Save button to complete creating your custom document.

You are now ready to utilize your custom document.

Editing Custom Documents

1. Go to the Document Management View in System Settings

The More menu in the top navigation bar
Image: The More menu in the top navigation bar has a link to the System Settings view.

After logging into 25Live Pro as an administrator or user with permissions to access System Settings, open the More menu in the top navigation bar.

System Settings link in More menu
Image: The System Settings link is in the More menu.

Use the menu link to go to the System Settings view, then continue to the Document Management section.

Document Management section in System Settings
Image: The Document Management section is the System Settings.

2. Choose Edit Document and Optionally Edit Name

Edit Document link in side menu
Image: The Edit Document link is in the blue side menu.

In the left-side, blue menu bar, choose Edit Document.

You can edit the internal Name of this custom document.

3. Edit the Header, Body, and Footer Sections

Formatting options
Image: The content fields are editable with options for formatting and inserting additional content.

Use the Header, Body, and Footer fields to edit the content of the document.

Please refer to the description of formatting options and objects you can insert in the content fields above, including template variables (see reference). Click or tap on any image to edit its options.

4. Preview Your Document

You can preview your document using an internal Event Reference, which is in the format of:

 Four-digit yearDashSix uppercase letters
2021-AAZHZA

This reference ID will pull information from the event to populate any template variables used in the content.

5. Save Your Document

Use the Save button to save changes, or Cancel to discard all changes.

Deleting an Existing Custom Document

1. Go to the Document Management View in System Settings

The More menu in the top navigation bar
Image: The More menu in the top navigation bar has a link to the System Settings view.

After logging into 25Live Pro as an administrator or user with permissions to access System Settings, open the More menu in the top navigation bar.

System Settings link in More menu
Image: The System Settings link is in the More menu.

Use the menu link to go to the System Settings view, then continue to the Document Management section.

Document Management section in System Settings
Image: The Document Management section is the System Settings.

2. Choose Edit Document and Select

Edit Document link in side menu
Image: The Edit Document link is in the blue side menu.

In the left-side, blue menu bar, choose Edit Document.

Use the Edit an existing document dropdown menu to choose which you want to edit.

3. Use the Delete Button

Scroll down to the bottom of the view, and use the Delete button. Be sure before deleting, as this action cannot be undone.

Next, see Utilizing Custom Contract Documents.




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