Congrats!

You've mastered the essentials of managing event materials in Vault CRM. By gathering your materials, attaching supporting files, and generating print-ready documents all in one place, you've made sure your events stay organized, your records stay compliant, and your focus stays on running a great event.

Learn more about Walk-in Attendees

To continue your learning, explore these resources:

Flight Simulator

Ready to try it yourself? Your challenge is detailed below. Follow along in the step-by-step interactive guide. You can then try it in your sandbox environment.

Challenge — Generate a Sign-In Sheet for Your Event

You're preparing for an upcoming speaker program and need a printed sign-in sheet ready for the day. Add the sign-in template to your event, then generate and download the finished sheet:

  • Open your event and add a sign-in sheet material from the catalog
  • Generate a sign-in sheet from an available template
  • Download the finished file from the event material's Attachments
  1. Navigate to your event.
  2. Scroll to the Event Materials section.
  3. Select Create.
  4. Select the appropriate object type for a sign-in template.
  5. Use the Material lookup to select the appropriate catalog record.
  6. Select Save.
  7. Select the Generate Sign-In Sheet button.
  8. Select a template to preview the file.
  9. Select Generate Sign-In Sheet.
  10. Navigate to the Attachments related list of the event material once generation is complete.
  11. Select the Download icon to download your finished sign-in sheet.