Adding a Shared Document to a Visit Site

To Add a Shared 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 Shared Document. A new row appears in the Common Attachments table.
  4. Click Select Document. A Selection box opens with a list of the Documents that have been added to the C•CURE 9000 on the Documents Editor.
  5. Click a Document in the list to select it.

    The File is entered in the row.

  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 Visit 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).