Adding a private document to a Visit Site

  1. In the Visit Site editor, create a new Visit Site or access an existing one.
  2. On the Documents tab, click Add Private Document. A new row appears in the Common Attachments table.
  3. Click Import File.
  4. In the Windows Import Document from file dialog box, 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

  5. Choose between the following options:
    • To save the document and close the Visit Site editor, click Save and Close.
    • To save the document and create a new Visitor site, click Save and New.
    • To create a copy of the current Visit Site with its assigned documents, click Create Copy.