Documents Quick View

Modified on Mon, 10 Aug at 2:43 AM

Admin role required: Global Admin and Location Admin

Feature availability varies by plan. Check What's in each plan on our pricing page to see if it's included in yours, or talk to our sales team about upgrading.

Visitly makes viewing and managing all the documents uploaded to your system simple.

View Documents

1. Go to Locations and click Edit on the location card you wish to manage.

2. Navigate to the Documents tab in the left panel.

Here, you can add new templates, view and edit document content, update document status, and customize templates as needed. For detailed instructions, please take a look at Document Templates