You can edit a document to make any changes that were originally set up, deactivate or activate a document, or permanently delete it.
| 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 role. What is my role? |
Edit a document
- From the left sidebar in VisitorOS, click Manage, then select Documents.
- Select the document you want to edit.
- Make any changes to the document.
- Click Save.
Deactivate or activate a document
Deactivate a document to keep it saved on VisitorOS while preventing it from appearing during pre-registration or sign-in. You can then activate it when needed.
- From the left sidebar in VisitorOS, click Manage, then select Documents.
- Select the document you want to deactivate or activate.
- In Document Details, to deactivate the document, turn off Active. To activate the document, turn on Active.
- Click Save.
Delete a document
- From the left sidebar in VisitorOS, click Manage, then select Documents.
- Next to the document you want to permanently delete, click the Delete
icon.
- To confirm, click Yes.