How to Use the Online Manual

Some sections of the User Manual can be expanded and collapsed so that you can see all of the headings on the page before selecting the section you want to read.

If you see a toggle heading with an arrow next to it, click on the heading to expand the text and/or pictures below.

If you click on the heading, you will see the related text.

Click the heading again to collapse the text and make more room on your screen.

If you click on the heading, you can view the expanded text.  Click the heading again to collapse the text and make more room on your screen.

To expand all of the Toggles on the page, so that you can see all of the information under the headings, click the Show/Hide button - - in the top middle of the header:

To collapse all of the Toggles on the page again, click the Show/Hide button again.

If there are several toggle headings and other important titles on the page, you can view a directory of the headings in the upper right corner by clicking the Contents icon: .

Click on the Heading you want to view, and the hidden information will be expanded for you to view in the topic area below.

To hide the directory, click Contents icon - - again.

Note that text in bold, blue font is a link to a website, email address or another place in the document.  To quickly and easily find related information elsewhere in the manual, click on the underlined word or phrase to go to the described section.

For example, click on Contact Us to go directly to that topic.

In the Table of Contents, where you see a closed folder icon - - you can click on it to expand the sub-topics included in the topic.  As long as there is a closed folder, there are still unopened sub-topics.

When you reach the topic page icon - -  there are no further sub-topics.

The EventPro Planner User Manual has an extensive Index. Select the Index icon - -  to open the Index, or click on the Keyword Index tab.

•Browse by Letter: Click on a letter to go to entries beginning with that letter.  Scroll through the entries until you find what you are looking for. Click on the entry to view the related topic.

•Search Keywords: Type your search term(s) in the box and click Search Keywords.  Matching entries in the index will be highlighted.  Continue clicking the Search Keywords button to move down through the index to other entries that match your search. Click on the entry to view the related topic.

Click the Search icon - - and enter your search terms.  The search results will appear below.

•Use the asterisk (*) as a wildcard if you are not sure of the exact term you are searching for.  For example, if you search for invoic*, the user manual will retrieve topics with the words invoice, invoices, invoicing, etc.

•If you enter multiple search terms, select a radio button below to indicate whether you want to match "Any Search Words" or "All Search Words".

•When matching results appear in the Search tab, click on the link of the topic you want to view.

If you want to print the topic you are viewing, click the Print icon: .

If you have feedback about a topic, click the Feedback icon: .

An email will be generated, automatically entering the email address, subject and topic reference.  Type in your comments and send it to us.

As you work through this manual, you may notice that it describes something that you do not see in your software. Some tabs may not be visible because they are unselected in your System Settings; see Chapter 2: Setting Up EventPro Planner, Step 1: System Settings, General: Tab Visibility. However, other tabs may not appear in your installation of the software because you have not purchased one or more of EventPro Planner’s optional modules.

These EventPro Planner modules are optional add-on modules available for purchase: Attendee, Booth/Exhibitor, Budget, Finance, Travel & Accommodation, Master Inventory, Attendee Online, and the VirtualAssistant Suite. If you did not purchase a separate module, the related tabs and screens will not appear in your installation of EventPro Planner. If you are interested in purchasing any of these optional modules or want to receive a free demonstration, please contact your nearest Sales Department. You can also take a tour of EventPro Planner or request a free demo on our website.

If you use Online Help from our website, you will always access the latest version of the User Manual.