Generating a Document - Learning Indico

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class="md-nav__toggle md-toggle " type="checkbox" id="__nav_4" > <label class="md-nav__link" for="__nav_4" id="__nav_4_label" tabindex="0"> <span class="md-ellipsis"> Room Booking </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="1" aria-labelledby="__nav_4_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_4"> <span class="md-nav__icon md-icon"></span> Room Booking </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../room_booking/about/" class="md-nav__link"> <span class="md-ellipsis"> Introduction </span> </a> </li> <li class="md-nav__item"> <a href="../../room_booking/accessing/" class="md-nav__link"> <span class="md-ellipsis"> Accessing the Module </span> </a> </li> <li class="md-nav__item"> <a href="../../room_booking/booking/" class="md-nav__link"> <span class="md-ellipsis"> Booking a Room </span> </a> </li> <li class="md-nav__item"> <a 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type="checkbox" id="__nav_5" > <label class="md-nav__link" for="__nav_5" id="__nav_5_label" tabindex="0"> <span class="md-ellipsis"> Event Surveys </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="1" aria-labelledby="__nav_5_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_5"> <span class="md-nav__icon md-icon"></span> Event Surveys </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../surveys/about/" class="md-nav__link"> <span class="md-ellipsis"> Introduction </span> </a> </li> <li class="md-nav__item"> <a href="../../surveys/setup/" class="md-nav__link"> <span class="md-ellipsis"> Setting up a Survey </span> </a> </li> <li class="md-nav__item"> <a href="../../surveys/opening/" class="md-nav__link"> <span class="md-ellipsis"> Opening/Closing a Survey </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item md-nav__item--nested"> <input class="md-nav__toggle md-toggle " type="checkbox" id="__nav_6" > <label class="md-nav__link" for="__nav_6" id="__nav_6_label" tabindex="0"> <span class="md-ellipsis"> Other features </span> <span class="md-nav__icon md-icon"></span> </label> <nav class="md-nav" data-md-level="1" aria-labelledby="__nav_6_label" aria-expanded="false"> <label class="md-nav__title" for="__nav_6"> <span class="md-nav__icon md-icon"></span> Other features </label> <ul class="md-nav__list" data-md-scrollfix> <li class="md-nav__item"> <a href="../../plugins/zoom/" class="md-nav__link"> <span class="md-ellipsis"> Zoom Integration </span> </a> </li> <li class="md-nav__item"> <a href="../../cern/webcast_recording/" class="md-nav__link"> <span class="md-ellipsis"> Webcast/Recording Requests </span> </a> </li> <li class="md-nav__item"> <a href="../../reminders/" class="md-nav__link"> <span class="md-ellipsis"> Reminders </span> </a> </li> <li class="md-nav__item"> <a href="../../calendar_import/" class="md-nav__link"> <span class="md-ellipsis"> Importing into Calendaring tools </span> </a> </li> <li class="md-nav__item"> <a href="../../custom_roles/" class="md-nav__link"> <span class="md-ellipsis"> Using custom roles </span> </a> </li> <li class="md-nav__item"> <a href="../../cern/sharepoint/" class="md-nav__link"> <span class="md-ellipsis"> Sharepoint </span> </a> </li> <li class="md-nav__item"> <a href="../../cern/cern_access/" class="md-nav__link"> <span class="md-ellipsis"> Access to the CERN site </span> </a> </li> <li class="md-nav__item"> <a href="../../cern/vc_assistance/" class="md-nav__link"> <span class="md-ellipsis"> Videoconference Assistance </span> </a> </li> <li class="md-nav__item"> <a href="../../cern/room_assistance/" class="md-nav__link"> <span class="md-ellipsis"> Room Assistance </span> </a> </li> </ul> </nav> </li> <li class="md-nav__item"> <a href="../../faq/" class="md-nav__link"> <span class="md-ellipsis"> FAQ </span> </a> </li> </ul> </nav> </div> </div> </div> <div class="md-sidebar md-sidebar--secondary" data-md-component="sidebar" data-md-type="toc" > <div class="md-sidebar__scrollwrap"> <div class="md-sidebar__inner"> <nav class="md-nav md-nav--secondary" aria-label="Table of contents"> </nav> </div> </div> </div> <div class="md-content" data-md-component="content"> <article class="md-content__inner md-typeset"> <a href="https://github.com/indico/indico-user-docs/edit/cern/docs/document_templates/generating.md" title="Edit this page" class="md-content__button md-icon"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M10 20H6V4h7v5h5v3.1l2-2V8l-6-6H6c-1.1 0-2 .9-2 2v16c0 1.1.9 2 2 2h4zm10.2-7c.1 0 .3.1.4.2l1.3 1.3c.2.2.2.6 0 .8l-1 1-2.1-2.1 1-1c.1-.1.2-.2.4-.2m0 3.9L14.1 23H12v-2.1l6.1-6.1z"/></svg> </a> <a href="https://github.com/indico/indico-user-docs/raw/cern/docs/document_templates/generating.md" title="View source of this page" class="md-content__button md-icon"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M17 18c.56 0 1 .44 1 1s-.44 1-1 1-1-.44-1-1 .44-1 1-1m0-3c-2.73 0-5.06 1.66-6 4 .94 2.34 3.27 4 6 4s5.06-1.66 6-4c-.94-2.34-3.27-4-6-4m0 6.5a2.5 2.5 0 0 1-2.5-2.5 2.5 2.5 0 0 1 2.5-2.5 2.5 2.5 0 0 1 2.5 2.5 2.5 2.5 0 0 1-2.5 2.5M9.27 20H6V4h7v5h5v4.07c.7.08 1.36.25 2 .49V8l-6-6H6a2 2 0 0 0-2 2v16a2 2 0 0 0 2 2h4.5a8.2 8.2 0 0 1-1.23-2"/></svg> </a> <h1 id="generating-a-document">Generating a Document</h1> <p>Once there are templates defined in your event, Indico can automatically populate them with dynamic data, such as attendee names, event details, and registration information. All of this can be done in bulk for a large number of registrations.</p> <p>To do so, open the registrations list for your event, select the registrations for which you want to generate. Then, open the document generation dialog by clicking on <em>Generate Documents</em> under <em>Actions</em>.</p> <p><img alt="" src="../../assets/document_templates/generate.png" /></p> <p>On this dialog you can select the template you want to use and set the relevant template parameters:</p> <p><img alt="" src="../../assets/document_templates/generate2.png" /></p> <p>Additionally, you can set a filename for the generated documents. The documents will then be named using the format <code><filename>-<timestamp>.pdf</code>. Repeated filenames will have a number appended to the end, as such: <code><filename>-<timestamp>-<n>.pdf</code></p> <p>Moreover, you have the option to <em>Publish document</em>. If selected, the documents will be visible for the participant on their registration details page. Otherwise, they will only be visible for event managers, although they can be published individually at any moment.</p> <p>There is also an option to <em>Notify registrants via e-mail</em>. If <em>Publish document</em> is selected, it will send users an e-mail informing them of such, with a link to their registration details. Otherwise, it will send them the document directly as an attachment.</p> <p>Once the documents are saved/sent, they can be downloaded in bulk as a ZIP archive, or a PDF containing all of the documents. The documents are also accessible from each registration's details page.</p> </article> </div> <script>var target=document.getElementById(location.hash.slice(1));target&&target.name&&(target.checked=target.name.startsWith("__tabbed_"))</script> </div> </main> <footer class="md-footer"> <nav class="md-footer__inner md-grid" aria-label="Footer" > <a href="../templates/" class="md-footer__link md-footer__link--prev" aria-label="Previous: Creating a Template"> <div class="md-footer__button md-icon"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M20 11v2H8l5.5 5.5-1.42 1.42L4.16 12l7.92-7.92L13.5 5.5 8 11z"/></svg> </div> <div class="md-footer__title"> <span class="md-footer__direction"> Previous </span> <div class="md-ellipsis"> Creating a Template </div> </div> </a> <a href="../../room_booking/about/" class="md-footer__link md-footer__link--next" aria-label="Next: Introduction"> <div class="md-footer__title"> <span class="md-footer__direction"> Next </span> <div class="md-ellipsis"> Introduction </div> </div> <div class="md-footer__button md-icon"> <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path d="M4 11v2h12l-5.5 5.5 1.42 1.42L19.84 12l-7.92-7.92L10.5 5.5 16 11z"/></svg> </div> </a> </nav> <div class="md-footer-meta md-typeset"> <div class="md-footer-meta__inner md-grid"> <div class="md-copyright"> Made with <a href="https://squidfunk.github.io/mkdocs-material/" target="_blank" rel="noopener"> Material for MkDocs </a> </div> </div> </div> </footer> </div> <div class="md-dialog" data-md-component="dialog"> <div class="md-dialog__inner md-typeset"></div> </div> <script id="__config" type="application/json">{"base": "../..", "features": ["content.code.copy", "content.action.edit", "content.action.view", "navigation.footer"], "search": "../../assets/javascripts/workers/search.f8cc74c7.min.js", "translations": {"clipboard.copied": "Copied to clipboard", "clipboard.copy": "Copy to clipboard", "search.result.more.one": "1 more on this page", "search.result.more.other": "# more on this page", "search.result.none": "No matching documents", "search.result.one": "1 matching document", "search.result.other": "# matching documents", "search.result.placeholder": "Type to start searching", "search.result.term.missing": "Missing", "select.version": "Select version"}}</script> <script src="../../assets/javascripts/bundle.f1b6f286.min.js"></script> </body> </html>

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