Sharing Documents with Visitors

Creating a Visitor’s Pass

1. From within the MyDesk workspace, click the Visitor’s link.
2. Click the Create button.
3. Enter a Title and optional Description.
4. Click the Save button to create your Visitor’s Pass
5. Write down the created Visitor’s Pass code.

Once you have created a Visitor’s Pass, you can assign documents to that pass and share that pass with anyone you choose.

Assigning a Document to a Visitor’s Pass

1. From MyDesk, click the title of the document to share with the Visitor’s Pass.
2. Click the share link.
3. Choose the Advanced Sharing options.
4. Choose the Visitor’s tab.
5. Choose the drop down menu – Choose Visitor’s-to select your Visitor’s Pass.
6. Click Add.
7. Choose Return to Portfolio View to confirm the visitor’s pass has been added to your document.
8. To confirm, click the share link.
9. Under the share button, it should have a viewers section.
10. The shared visitor’s pass should be listed as a viewer.

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Last Updated Monday, November 13, 2006 2:43 PM