Adding a Private Document to a Visit Site

To Add a Private Document to a Visit
  1. Create a new Visit Site or access an existing one on the Visit Site Editor.
  2. Click the Documents tab.
  3. Click Add Private Document. A new row appears in the Common Attachments table.
  4. Click Import File. A Windows Import Document from file dialog box opens.
  5. Navigate to the file you want to add, select it, and click Open.

    The File is entered in the row with its file name in the Document Origin field

  6. Click Save and Close to save the Document and close the Visit Site Editor.

    - Or -

    Alternatively, if you want to save the Document and create a new Visitor Site, click Save and New.

    You can also click Create Copy to create a copy of the current Visit Site with its assigned Document(s).