Utilizing Custom Contract Documents

Security Note

If you need access to use any of the features discussed in this topic, contact your 25Live Administrator. They can use the Series25 Group Administration tool to make changes.

After creating a custom document, it can be accessed from the More Actions menu in the Event Details view.

To Implement a Custom Document

Add the Contract to Your Event Types

For your document to display for an event, it must be associated with the event type used for the particular event.

  • In 25Live, go to System Settings > Master Definitions > Event Types > Hierarchy.  
  • Locate your event type.
  • Under Reports, tick the Event Contract checkbox.
    Select the Event Contract under Reports.Image: Select the Event Contract under Reports.
  • Click Save.

Grant View Permissions for Event Contracts

  • In the Group Administration tool, go to Configure... > Report Security.
  • Use the Search field to locate the Event Contract report. 
  • Click the Actions button and set your security group(s) to have, at minimum, View Only rights.

Configure the Object Level Security for Event Contracts Under Configure > Report Security.Image: Configure the Object Level Security for Event Contracts Under Configure > Report Security.

  • Save.

In order to print any reports, users will also need Functional Security rights.

  • In the Group Administration tool, go to Configure... > Security.
  • Under the Tools Access tab, make sure 2.0 Access to Reports = Yes.
    Configure access to reports under the Tools Access section of Settings.Image: Configure access to reports under the Tools Access section of Settings.

In 25Live, Choose the Document in Event Details to Print or Email

  • Within 25Live Pro, go to the Event Details view for any event that uses one of the event types you associated with event contracts.
    Go to the More Actions display under Print Report or Email Event to find your custom document.Image: Go to the More Actions display under Print Report or Email Event to find your custom document.
  • Open the More Actions display.
  • Choose either Print Report to reveal the list of available reports or Email Event
    • Your custom document should be available as Event Contract: [name of your document] to print or email.

Troubleshooting

  • If a user cannot see a custom contract in the Event Details view, double-check their security group's settings in the 25Live Group Administration to ensure their group has at least view rights for the event and the report/document.
  • Then, also check again to be sure that the Event Contract checkbox is checked in the Reports section for the Event Type being used in the event. (See steps 1-3 above.)