Deleting documents from a Visit

You can delete a document that is attached to a Visit.

You cannot delete an attachment that is listed under Visit Site Documents, such documents are attached to the Visit Site and cannot be removed.

Deletion occurs when the Visit record is saved.

Note: Deleting a document from a Visit does not delete the document from your system.
  1. On the Visitor Management application, select a Visit Site. See Selecting a Visit Site from the Visitor Management application.
  2. Select one of the following options:
    • Click a visit's name.
    • Right-click a visit and select Edit.
    • Click a visit's options button and select Edit.
  3. On the Edit Visit window, on the Documents tab, in the Documents pane, select one of the following options:
    • Right-click the document you want to remove, and then click Delete.
    • Click the Options button, and then click Delete.
  4. Select one of the following options:
    • To save the Visit, click Save.
    • To save and email the Visit, click Save and Email.