Visitor Passes

Visitor Pass

A Visitor Pass can be created to share documents with members outside of the LiveText community (e.g. prospective employers). After a Visitor Pass is created, one or more documents can be added to the pass. The pass may then be distributed to one or more visitors. Visitors may access only documents shared with the pass from the Visitor Pass area on the LiveText homepage.


Users may view the tracking status of each Visitor Pass, including the date and time that each document was viewed via the pass code.

 

Create a Visitor Pass

  1. Click on the Tools tab.
  2. Click on the Visitor Passes tab.
  3. Click the New button.
  4. Give your Visitor Pass a unique title, usually the name of the visitor, and description.
  5. Click the Save button.
  6. You will see your Visitor Pass listed with a code consisting of letters and numbers.


Add LiveText Documents in a Visitor Pass List

  1. From within the document, click the Share this document button. The Share button is located above the page title in the center.
  2. Enter the visitor pass title (not the code), in the Search Viewer text box.
  3. Based on the first few letters of text entered, LiveText's Autocomplete Share Mechanism predicts the name of the Visitor Pass with whom the user wants to share. The system will display the first 15 matches below the search text box. If the user is not listed, the system was not able to identify the user. There were either no matches or several matches. Revise your entry, and try again.
  4. Click the Add to Share button when you find the user with whom you want to share.


Add LiveText Document with Advanced Search Option

  1. From within the document, click the Share this document button. The Share button is located above the page title in the center.
  2. Click the Advanced Sharing Options... button.
  3. Choose the Visitors tab.
  4. Choose the visitor pass title from the Add from visitors dropdown menu.
  5. Once the visitor pass title is chosen, click on the Add button.
  6. Return to the Visitor Passes feature, which is under the Tools tab. By clicking on the Documents link under the Actions column heading, you now see the shared documents associated with that Visitor Pass.


Delete LiveText Documents from a Visitor Pass List

From the Visitor Pass

  1. Click on the Tools tab.
  2. Click on the Visitor Passes tab.
  3. Click on the Documents link under the shared documents associated with that Visitor Pass.
  4. Select the checkbox associated with the Visitor Pass users wish to remove.
  5. Click on the Delete button.


From the Document View

  1. Start from the document view.
  2. From within the document, click the Share this document button. The Share button is located above the page title in the center.
  3. Click the Advanced Sharing Options... button.
  4. Choose the Visitors tab.
  5. Select the checkbox associated with the Visitor Pass users wish to remove.
  6. Click on the Delete button.


Delete a Visitor Pass

  1. Click on the Tools tab.
  2. Click on the Visitor Passes tab.
  3. Select the checkbox associated with the Visitor Pass users wish to remove.
  4. Click on the Delete button.
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