To set up a list, navigate to Documents > Settings > Expected Visitors

From here a spreadsheet can be imported containing a list of 'expected visitor' email addresses.

  • Select the Add New button
  • Enter a name for your list and Save Changes
  • Select Export List to download a blank spreadsheet
  • Open the spreadsheet and enter the list of email addresses before saving the file
  • Select Choose File to find and upload the spreadsheet
  • Save Changes

The list will be populated and automatically applied across any documents in your account.

Helpful links

Other articles in the ‘Expected Visitor Lists’ series

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