Topics Covered:

• Accessing Your Order Summaries

• Order Summary Features

• Documents Manager

• Order Invoice

 

Accessing Your Order Summaries

To manage your order(s), begin by logging into your eventhub.net account. Then hover over your name in the top right corner and select "My Event Hub" from the menu that appears. You will automatically be taken to your "My Orders" section. This is where you will manage all of your orders.

 

1. Use the Search bar at the top to search for specific events. 

2. If you have multiple booth profiles tied to your account, you can filter your orders by profile through the Booth Profile filter. 

3. The Sort By dropdown menu can be used to sort your orders by alphabetical order, start date, or submission date.

4. Filter your view by Upcoming or Past orders.

 

Order Summary Features

1. Order Status - This shows the current status of your order. You will see "Accepted: Paid", "Accepted: Pay Now", "Needs Approval", etc.

2. View/Modify Order - This button will take you to your order invoice where you can view your order history and request order modifications. More on this in the Invoice section below!

3. Booth Profile - You can select the Booth Profile link to view to the Booth Profile page you filled out during the application process. If you need anything edited, you can send a message to the event with the requested changes and they will make those changes for you.

4. Manage Your Paperwork - Opens your Documents Manager,  this is all of your documents uploaded by the event. Not all documents will apply to you. 

• Next to this button, the status of your documents will be listed as either Complete or Incomplete.
  
  • Note - Even if you have submitted all of your documents, the status will be "Incomplete" until all documents have been reviewed and accepted by the event's organizer.

5. Message Event - Use this button to contact your event directly.

 

6. Event cover photo/Event name - You can click both the event name and the picture to be directed to the event showcase page. 

7. Logistics - On the right side section with the event logistics fields, will be filled out by the Event Organizer. Once the event enters this info it will populate in your Order Summary.

Live Floor Plan Only - If the event has a Live Floor Plan, these options will also appear on your order summary:

• 8. Public Profile - You can select this button to fill out a public profile for the Live Floor Plan. This information will be accessible through the Live Floor Plan by clicking on the booth you have been assigned to.
  • Note - This option is only accessible if your order is accepted. Until then, it will appear light blue in color and will remain locked. Please see this article for more information: Public Profile.
• 9. Public Floor Plan Link - This link will bring you to the current floor plan for the event.

NEW: Access your Virtual Booth - If the event is virtual or hybrid, you can access your virtual booth by clicking the button in your Order Summary. This will redirect you to your customizable virtual booth.

 

Accessing Your Document Manager

Topics Covered:

• Accessing Your Document Manager

• Document Manager - Walkthrough and Features

• Completing Document Requirements

  • Upload a Document

  • E-Sign a Document

  • Mark a Document as Read

To access your Document Manager, first log in to eventhub.net. Once you are logged in, hover over your name on the top right of the screen and select My Event Hub from the dropdown. Your Order Summary will be on this page. 

The Document Manager can be accessed by clicking Manage Your Paperwork on your Order Summary.

 

Document Manager - Walkthrough and Features

Basic Features

1. Document Type - There may be one or multiple documents in each folder. Usually, each folder separates documents by type, depending on how this has been set up by the event organizer. You may also upload a document to each folder by clicking the Upload icon next to the document name.

2. Document Name - Each document will be listed in this column. You can view each document by clicking on the document name.

3. Status - The status of each document will appear in this column.

• Completion Required - Indicates that action is required by you for this document.
• Pending Review - Indicates that you have taken the required action on your part, and are awaiting review from the Event Organizer. 
• Rejected - Indicates that the Event Organizer did not accept your document. Be sure to check the comments for their reason why.
• Accepted - Indicates that a document has been received, reviewed, and approved by the Event Organizer. Only when all of these steps have been completed will a document receive this status.

4. Action - You will be required to sign, fill out, and/or mark a document as read. 

• Mark as Read - An Event Organizer may require you to acknowledge that you have read a document. Once you have fully read and reviewed a document with this requirement, you can click the Mark as Read icon for that document and confirm that you have read it via a pop-up that will appear.
• Optional/Read Only - Documents with this status are optional and no action is required. However, it is always good to read every document carefully! After reading the optional document, you may want to upload something in return even though it is not required.
• E-Sign - If a document is marked as eSign, this means that the Event Organizer has provided the document in a form that you can fill out without having to leave EventHub! Click the eSign button to be taken to a document editor where you can complete and sign the application in a few simple steps. NOTE: you still have the ability to download the document, fill it out, and upload to the Document Manager. Be sure to confirm with the Event Organizer on their preference when it comes to utilizing eSign.
• View Instructions - This icon will appear for documents where the Event Organizer has added specific instructions. Review any and all instructions included to be sure your document requirements are completed correctly.
• Download - Click this icon to download a copy of the document for your records. NOTE: if you utilize the document editor to eSign the paperwork, the changes will automatically apply to the document before download. Otherwise, the document you download will be blank.

5. Comment - This feature allows you to comment back and forth with the Event Organizer regarding specific documents. You can view the comment history for a document by clicking the blue icon. If there are new comments to view, the icon will change to orange.

6. Document Trackers - These statuses help you keep track of how many documents are available vs. how many you have submitted, and the status of your documents overall. The Event Organizer will mark your documents as "Complete" only after all documents have been submitted, reviewed, and accepted.

7. Message Event - If you would like to contact the Event Organizer with questions, click this button to message them directly.

 

Icon Legend

1. Upload - If you are required or would like to upload a document for the Event Organizer to review, you can click the upload icon next to each document folder. See below for further detail.

2. Download - Clicking this icon will download the document for your records. NOTE: If you would prefer a blank version of the document, be sure to click Download before utilizing the e-Sign document editor. 

3. Mark As Read - If the Event Organizer requires you to acknowledge that you have read a document, click the Mark As Read icon and a pop-up will appear to confirm that you have read and understand the document.

4. E-Sign - This icon appears when an Event Organizer has provided the ability to give an e-signature on the document without having to leave EventHub. Clicking on this icon will take you to a document editor in a new tab where you may be required to fill out the application or simply provide a signature.

5. View Instructions - Clicking this icon will show you any specific instructions the Event Organizer has provided pertaining to the documents. Be sure to review them all to prevent any delays in paperwork approvals.

6. Comments - This icon will allow you to leave comments for the Event Organizer with regard to your paperwork. If there are new comments for you to review, this icon will appear in orange.

 

 

Completing Document Requirements

Upload a Document

Most documents are going to require you to upload a document in return. Sometimes you will need to sign and submit a copy of the document provided by the Event Organizer (if they have not enabled the e-Sign functionality), other times you will need to upload your own document, such as a COI. Be sure to check for any document instructions and contact the event organizer if you have questions about how to fulfill a specific requirement.

To upload a document, click the Upload Icon (the icon with the arrow pointing up) next to the folder to which you would like to add a document. A window will pop up where you can select the document from your desktop (much like attaching a file to an email). Once submitted, the document's status will change to "Pending". 

E-Sign a Document

If the event organizer has enabled e-signature for a required document, you will see a blue “E-Sign” icon next to the “Download” icon. Click “E-Sign” to be taken to a document editor where you can complete your paperwork online. 

If the event organizer has created a template with smart fields for the document, you will see clickable fields located on the document within the E-Signature editor. Required fields will be indicated with an asterisk. (*) 

As you fill in the document, you may navigate to the next field enabled by the event organizer by clicking "Go to Next Field" in the top right corner of the editor.

Once all of the required fields have been completed you'll be able to submit the document by clicking the green "Submit Document" button that will appear in the right hand corner of the screen.

This will save your document and automatically close the editor after five seconds. You will be redirected to the Document Manager where you’ll see that your paperwork status now reads “Pending Approval”.

 

If the event organizer has not created a template, you will be able to edit the document and complete the paperwork from within the document editor.

Across the top menu you’ll see several tools you can use to complete the document. These are:

• Signature (you will have the ability to either type your name or draw a signature)
• Initial (you will have the ability to either type your initials or draw the)
• Date Signed (automatically populates with today's date)
• Text Field (a blank field in which to enter text, like an address)
• Checkbox
• Zoom in/out

Click and drag the appropriate tool (listed above) to a place on the document indicated to enter text (e.g., a Text Field for Applicant Name, a Signature box for Applicant Signature, and so on).

Repeat these steps as necessary in order to complete the paperwork. You may disregard the "Go to Next Field" button until you have satisfactorily completed the document. Clicking "Go to Next Field" will prompt you to provide an e-signature agreeing to the EventHub terms and conditions for utilizing an electronic signature.

You cannot submit your paperwork without signing the EventHub Electronic Signature Certificate; however, you CAN sign the certificate and submit your paperwork for review without properly filling in the document. Be sure that you have satisfactorily completed the document before clicking "Go to Next Field" within the document editor. 

IMPORTANT: if you are editing the document yourself for submission, be sure to review any and all instructions provided by the event organizer in order to avoid missing any required fields or additional information that would lead to delays in approving your paperwork.

When the document is completed, click the green "Submit Document" button that will appear in the right hand corner of the screen.

This will save your document and automatically close the editor after five seconds. You will be redirected to the Document Manager where you’ll see that your paperwork status now reads “Pending Approval”.

Download a Document

If you prefer not to use the e-Sign functionality you still have the option to download the paperwork, fill it out on your own, and upload it to the system; however, some event organizers may require you to use the E-Signature feature. Be sure to confirm with your organizer before submitting your paperwork this way.

Once you have completed the paperwork via the document editor following the steps outlined above, then you will be able to download the filled-out document to retain for your records by clicking the "Download" icon. If you click "Download" before utilizing the e-Sign document editor, you will download a blank version of the document.

 

Mark a Document as Read

Select documents will only require you to read and acknowledge that you have done so. These documents can be marked as read by clicking the Mark As Read icon. Click on the document name to view the document. Be sure to read each document carefully! Some may have instructions on submitting required paperwork to the county, how to purchase booth extras through a third party, or information on the event's rules and regulations.

If you would like to upload an optional document after reading (uploading an optional form for RV parking, for example), you can follow the directions for uploading a document as usual.

 

 

Order Invoice  

Click on the View/Modify Order button on your Order Summary to access your Invoice.

 

Invoice Features

1. Payer Information - This is your billing information for the order.

2. Payee Information - This is the event's (payment recipient's) information.

3. Printer Icon - Click this icon to print or download a copy of your Invoice for your records. More on that here: Print or Download an Invoice

4. Action Buttons:

• Return to Previous Page - This button will return you to the page you were previously on.
• Revert to Original Order - This button will only appear if modifications have been made to your order by the Event Organizer. More on that here: Confirm Order Changes
• Purchase or Change Add-ons - If you would like to purchase or change add-ons to your order, follow the instructions in this article: Modify Add-ons

5. Order Information - All of the information regarding items in your order, amount due, any fees applied, etc. will be listed in this area.

6. Additional Payment Information - Any additional information available regarding payment(s) will be listed here.

7. Event Terms and Cancellation Policy - Review the event's cancellation policy that you agreed to during checkout by clicking this link.

 

Take me back to the top!

 

Suggested Articles: 

• Print or Download an Invoice

• Public Profile

• Modify Add-ons