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 either 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.

    The Edit Visit screen is displayed.

  3. Click the Documents tab.
  4. In the Documents section, select either of the following options:
    • Right-click the document you want to remove, and then click Delete.
    • Click the document's options button, and then click Delete.
  5. Select one of the following options:
    • To save the Visit, click Save.
    • To save and email the Visit, click Save and Email.