Edit a document in VisitorOS

You can edit a document to update the settings that were originally configured.

Required tier Corporate, Enhanced, or Enterprise tier. What is my tier?
Required permission Manage documents. This permission is included by default for the Account Administrator and Site Administrator roles. What is my role?

Edit a document

  1. From the left sidebar in VisitorOS, click Manage, then select Documents.
    Screenshot showing the "Documents" option highlighted.
  2. Select the document you want to edit.
  3. Make your changes to the document.
  4. Click Save.
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