How to Navigate Help

Expanding Text

Many sections in Help 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 heading with an arrow next to it, like the Sample Heading below, click on the heading to expand the text and/or pictures below.

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

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

Note that anything underlined in this document 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 Chapter 1: Overview, Contact Us to go directly to that topic.

In the Table of Contents, where you see a closed book icon like this...

you can click on it to expand the sub-topics included in the topic. As long as there is a closed book, there are still unopened sub-topics.

When you reach the question mark icon like this...

the topic does not expand any further.

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. 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 & Income/Expense, Travel & Accommodation, Resource Management, and Attendee Online. 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.

EventPro Planner Help has an extensive index. If you are looking for certain information, click on the Index tab, and begin typing the topic. The matching entry will be highlighted below, and you can scroll through related sub-topics and nearby topics. If your first search word does not produce results, try an alternative wording.

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

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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.

CHM Manual Search

•	If you enter multiple search terms, after typing each term, click the horizontal arrow next to the text box and select "AND", "OR", "NEAR" or "NOT".

•	If you want to search an exact phrase, put the phrase in quotation marks: e.g. "Event Setup Wizard Option".

•	For other search options, select the checkboxes at the bottom of the Search tab: "Search Previous Results", "Match Similar Words" and/or "Search Titles Only".

•	When matching results appear in the Search tab, double click on the topic you want to view, or select the topic and click Display. The topic will appear to the right.

Online Manual Search

•	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 and the topic will appear to the right.

If you use Local Help (the CHM version), you will have access to the Favorites tab, where you can store the topics to which you most often refer. For example, if you often refer to how to create automatic invoices, go to that topic. Click on the Favorites tab and click the Add button in the bottom right corner. The topic will be stored there for easy access in the future.

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To view a topic under the Favorites tab, click on the topic in the list and click the Display button.

To remove a topic from your favorites list, click on the topic and click Remove.

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

If you use Local Help (the CHM version of help stored in your local files), you can update the manual to the most recent edition by going to the program, clicking on the Help menu, and selecting Download and Update Local Help. When the latest version of the manual has been downloaded, the Information dialog will inform you that the manually has been successfully download. Click OK.