Request Form - Visit Documents

The Visit Documents form allows you to upload files or web link that will be associated with this visit.

  1. Upload Document Button - This button will let you select a file on your computer to upload to the visit. You can give the file a meaningful name and place it in one of several document categories. More info below.
  2. Add Link Button - This button will let you any valid web link to the visit. As with documents, you give the link a name and place it in a category. More info below.
  3. Document Category - Documents and links are organized into several categories. Each category containing documents or links are shown in a gray bar with their documents/links listed under the gray bar.
  4. Document List - A list of document or link titles withing a category.
  5. Uploaded Date List - The dates the documents were uploaded to the visit.
  6. Uploaded By List - The BriefingEdge user who uploaded the document.
  7. Delete Icon - Removes a document or link from the visit*.
  8. Edit Icon - Edit the document or link description or change the document category*.

NOTE: You can only delete or edit documents or links that you have uploaded. Notice that the first document in the General Docs category does not have the delete or edit icons. This is due to it being uploaded by another user.

Upload Visit Document

Adding a document to the visit is a two-step process. 

  1. The first step is to select the document on your device, which is done with a standard file explorer/finder interface. 
  2. The second step is to give the document a meaningful name and assign it to a document category. These categories are defined by your administrator.

  1. Document Title - Assign this document a meaningful name. There are no restrictions, and no file extension is needed.
  2. Document Category - Pull down this list to choose an appropriate document category.

Add Visit Link

There are situations where resources you would like to add to the visit are online. You can add a link to the resource with the Add Link window.

  1. Title - Assign this link a meaningful name.
  2. Link - Paste the resource link here. Links must begin with http:// or https://
  3. Document Category - Pull down this list to choose an appropriate document category.