An Expected Visitor List is a great way to keep track and monitor the people that are expected to view a Document. Simply upload a list of email addresses and ensure your Document users a Reader Login or SSO security rule (so the visitors identity if captured). The visitors email address will be compared to the list and you can see who has or hasn't visited yet!
Create an Expected Visitor List
Select ‘Documents’ from the main menu.
Select ‘Settings’ followed by ‘Expected Visitors’.
Select the ‘Add’ button.
Start by entering a name for the Expected Visitor List in the 'Name' field.
💡 Make sure the name is clear and logical, so you know who is included in the EVL. For example - Sales Team or Finance Team.
Select the 'Save' button to see more options.
Paste the email addresses that you wish to add to the list into the 'Bulk Add' section, followed by 'Add'.
💡 Up to 100 email address can be added at a time, and must be separated by a space, comma, semicolon or new line.
Select the ‘Save’ button to create and save the list.
💡 It's also possible to upload a list of email addresses using Import > Choose File.
Expected Visitor Lists and Security Rules
Did you know an Expected Visitor Lists can be used in conjunction with a Reader Login or SSO security rule?
It works by the visitor logging in to view a Document and comparing their email address to an Expected Visitor List (EVL). If they are on the list they will have permission to view the Document, but if not, will be denied access.
💡 Find out more about using an Expected Visitor List as a Security Rule.