Downloading Documents from Participant Upload Fields (Event Level)

Overview

The participant documents feature allows administrators to download files submitted via participants’ Document/Upload fields. The platform supports both single and multi-row download actions, giving you flexibility to download individual documents or multiple files at once. This ensures easy access to participant-submitted documents for review, reporting, or archival purposes.

Step-by-Step Guide

1. Access Participant Documents

• Open the main navigation menu.
• Navigate to the Participants section.
• Open the participant record containing the document upload fields.
• The document listing for the participant displays all uploaded files.

2. Download a Single Document

• Locate the document in the participant’s upload field.
• Click the Download icon next to the specific document.
• The file will be saved locally to your system.

3. Download All Documents for a Participant

• To download all uploaded files from a participant, click Download All to Folder.
• All documents from the selected participant will be saved to your designated folder.

4. Execute Multi-Row Download Action

• From the participant listing or document table, select multiple documents using the checkboxes.
• Open the Multi-Row Actions menu.
• Select Download from Attributes.
• Optionally, use the Field Select dropdown to filter by a specific document field.
• Click Export to begin downloading all selected documents.

5. Field Selection for Downloads

• Use the Field Select dropdown to choose which document fields to include in the download.
• This is useful when participants have multiple upload fields and you only want to download documents from specific fields.

Summary

The platform provides a robust system to download participant-submitted documents efficiently. Administrators can:

• Download single files individually.
• Download all documents from a participant at once.
• Execute multi-row downloads for bulk processing.
• Filter by specific document fields for targeted downloads.

This ensures fast, organized access to participant documents for reporting, review, or archival purposes.