In this article:

• Where is it?
• Uploading an event file
• Uploading a Company file
• Accessing the Upload Lists
• Linking to an uploaded file

Where is it?

As an Admin, you’ll add and manage general file uploads for your event from the Configure tab. Choose Uploads:

If you need to upload a file on behalf of a specific Company, you can do this from the Company List. Once you’ve located the Company, use the Action menu to choose Upload:

(Back to top)

Uploading an event file

In this process, we’ll upload a file to the event in general. You might use this method to upload a PDF of transportation details, for example.

Step 1. Head to the Configure tab, then choose Uploads:

Step 2. The first time you visit this page, you’ll see the display below.

Click Browse to choose a file from your computer. Then click Upload:

Step 3. After your first upload, the page will look like the example below, with a list of your uploaded files.

 • Click the file name to download a copy.

 • Click the Edit link to upload a replacement document.

 • Click Delete to remove the document.

 • Click Add File Upload for subsequent uploads:

(Back to top)

Uploading a Company file

Sometimes, you’ll need to upload a file to be attached to a single Company’s record in MeetMax.

Step 1. Head to the Company List:

Step 2. Filter the list to locate the company you need. Then use the Action menu to choose Upload:

Step 3. You’re now viewing this Company’s Uploads page, here in your Admin account.

Give the file a name, and choose who can view it - only your team, or all Attendees.

Step 4. Next, choose a Document type. Learn more about document types here.

Step 5. Click Browse to choose the file from your computer. Then click Submit:

After the first upload, the page will look like the example below, with a list of uploaded files.

• Click the file name to download a copy.

• Click the Edit link to upload a replacement document.

• Click Delete to remove the document.

• Click Add File Upload for subsequent uploads:

(Back to top)

Accessing the Upload Lists

MeetMax maintains two master lists of uploads - one with your own event uploads, and one with Company-specific uploads.

Admin Uploads List

To see this list, head to the Configure tab and choose Uploads:

This list contains all files you’ve uploaded to your event, like PDFs, slide decks, etc. It also includes any CSV files you’ve used to import data to MeetMax:

• Click the Edit link if you need to upload a replacement file. The replacement file overwrites the original.
• Click the Delete link to remove any file.
• Click Add File Upload to upload a new file.

Company Uploads List

Head to the Companies tab and choose Uploads:

In this master list contains:

• Files any Company has uploaded to MeetMax
• Files an Admin has uploaded to any Company’s account:

From this list, you can:

• Click any file’s link to download a copy.
• Click the Edit button to upload a replacement file. The replacement overwrites the original file.
• Click the Delete button to remove a file.

At the top of the list, you’ll find several handy filters. You can filter the list to see a single Company’s uploads, or filter by document type to see a specific type of file:

(Back to top)

Linking to an uploaded file

Once a file is uploaded to MeetMax, you can link to it in emails, messages, and site pages.

You can get links from either the Admin Uploads List or the Company Uploads List - the process is the same.

Step 1. Head to the list you need:

Step 2. Right click on the name of the file you want to link. Your browser will open a menu, where you can choose Copy Link. The exact format will depend on the browser you’re using:

The file’s link is now copied to your clipboard. It looks something like this:

https://www.meetmax.com/upload/event_XXXXXX/inv/1234567/slide-deck.pptx

Step 3. You can paste it into a batch email, a custom message, or a site page. When someone clicks this link, the document will download to their computer.