Managing Documents

Managing Documents

About Managing Documents

This article explains how to manage Documents across your BreezN account. A Document can be a Non-Disclosure or otherwise Visitor Agreement displayed to certain Visitor Types on your iPad kiosk.

Applies to

The following User Roles have the ability to manage Documents

  • Global Admin
Need help understanding your User Role?

Review the Users article to learn how to view what your User Role is. You may also reference the About User Management & Roles article to learn more about User Roles.

Modifying an Existing Document

 Hover over Settings and click on Global Settings 

 Select the Documents tab

 Click the Edit button to modify an existing Document

 To change the Title of the Document, simply supply the new Document Title

 Modify the agreement itself in the Agreement Content section

 Optionally add styling to your agreement using the Styling Kit

 Toggle between Edit & Preview mode to see what your Document will look like once promoted to your kiosk

 Click Save to update your Document

 

Deleting a Document

 Hover over Settings and click on Global Settings 

 Select the Documents tab

 Click the Delete button to a remove a Document

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