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Attaching Documents to Schedule Items

How to attach documents to schedule items via the Editor

Written by Cyril Fluck

You can attach documents to schedule items via the Editor. Simply:

  1. Create a new schedule item in either a Schedule or Multi-Track page

  2. At the bottom of the schedule detail page simply hit "add document"

  3. You can either choose a document already attached to a Document page OR drag/upload a new document from your drive

  4. Once you've uploaded a document to the editor, it is available for other document supported pages (i.e. schedule detail page in Schedule and Multi-Track Schedule and Documents Pages)

Animation: in the schedule item editor, Add Document opens Attach a Document; a PDF is uploaded and appears in the Documents list. Then Add list, Documents, a Handouts list is named and added, and an existing document is found by search and added to it.

To delete a document added to a schedule page, simply go to "Edit" on the schedule item and hit the "x" next to the document you want to delete. It will only delete the document from this page - not from other pages it is attached to.

Schedule item editor showing a Keynote Slides document in the Documents list, with the remove (x) button next to it highlighted.

When a document is uploaded to the editor, we generate a friendly name for it by default. Here is an example of how this works:

Screen grab from the app editor, edit document dialog.

Alternatively, to rename a document once it's been uploaded, you need to rename it from the Documents page by hitting "edit" on the top right of the Documents page and updating the Name field.

Screen drive from the app editor, edit document dialog, changing the name.

You can also upload a new version of the file where you see "Upload a new version of this file." If you have the document in multiple places (e.g. on schedule pages), updating the file here in a Documents page will automatically update the file everywhere it is linked.

Adding more lists of documents

Every new schedule item starts with a documents list called Documents. To group a session's files — for example into Slides and Handouts — click Add list, choose Documents, name the list and click Add. Each list appears as its own group on the session.

As you type a name, Yapp suggests names you've already used for documents lists on other sessions in this schedule, so the same grouping is spelled the same way everywhere.

Use the ⋯ button in a list's header to rename a list, move it up or down, or delete it. Deleting a list only removes those documents from this session; they stay on your Documents pages.

Two lists on the same schedule item can't share a name. Capitals don't count, so "Slides" and "slides" are the same name. Documents lists and people lists are counted separately, though, so one session can have a documents list called Slides and a people list called Slides.

Documents lists can't be added through the CSV import. Import your sessions first, then add documents in the editor.

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