Visitt helps you monitor and keep all your documents up-to-date, simplifying the management of both regulatory and third-party documents. This feature is ideal for processes such as monthly elevator inspections performed by third-party companies. Once the inspection team completes their work and submits the documentation, you can promptly upload and update these in Visitt. Additionally, you can set reminders to be notified when it's time to update your documents.

Viewing and Creating Documents

Navigate to Documents: Click on Documents & COI in the sidebar, then select the Documents tab. You'll see a list of all active documents, including their names, tags, and expiration dates. Expired documents are marked in red, and those close to expiring are marked in orange.
Add a New Document: Click Add Document in the upper right corner of the page.
Enter Document Details:
- Name: Specify a name for the document.
- Property: Select the property related to this document.
- Linking: Optionally link the document to a tenant or vendor for easy access from their respective pages.
- Tags: Add tags to categorize the document for easier searching and filtering.
- Files, reminders, and expiration date: Add files, set reminders, and specify an expiration date.

💡 If you skip adding files when creating a document, you can add them later from inside the document.

Save the Document: Click Add to save.

🔑 To edit details later, click on the document from the list, update the relevant fields, and click Submit.

Uploading Files

Access the Document: Click on the document you wish to update and click Add file.
Fill in the file details:
- Start Date: Set the start date of the document.
- Expiration Date: Set an expiration date to track when the document needs renewal. Choose from predefined options (6 months, 1 year) or set a custom date.
- Reminder: Set a reminder to receive notifications before the document expires.
- Description: Add a description if needed.
- File Upload: Upload the necessary files (images or PDFs).
Click Submit to save.

💡 Pro tip: Make sure notifications are enabled to receive timely updates about document statuses. For more information, see How to Manage a User's Profile.

History

Inside each document, the History tab shows all previous versions that were once marked as "Current" but have since been replaced by a newer version.

Whenever a new file or a new validity period is added to a document, the previously "Current" version is automatically moved to the History tab — even if the older version is still technically valid.

The History tab allows you to:

Track previous versions of documents
Maintain a complete audit trail
Access older files whenever needed

Document history is saved automatically with no additional action required.

Removing Documents

⚠️ Important: Only Admins can delete documents. This prevents unauthorized deletions. If you don't have Admin permissions and believe you should, contact one of your current Admins to update your user type.

Delete a single document: Click on the document, then click the three dots in the corner and select Delete.

Delete multiple documents: Check the checkboxes next to the documents you want to remove, then click Delete.

Managing Tags

Tags make it easier to sort and retrieve documents. You can add tags when creating or editing any document.

Viewing Tags: All tags are listed in the right sidebar.
Adding Tags: Click Add in the right sidebar to create a new tag.
Editing Tags: Hover over a tag and choose to edit or delete it.

Filtering by Tags: Click on any tag in the sidebar to display only documents associated with it. Click again to deselect.

Exporting Documents

To export documents, select them using the checkboxes and click the Export button. You can then choose to export as a CSV file or download the files attached to the selected documents.