Adding a shared 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 Shared Document. A new row appears in the Common Attachments table.
  3. Click Select Document. A Selection box opens with a list of the documents that have been added to the Documents editor.
  4. Click a document in the list to select it.

    The file is entered in the row.

  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.