Introduction
This guide explains how to manage advanced settings for Site Documents in ComplyFlow, including visibility options for Live Access and Staff Categories.
Permissions Required
To manage Site Document settings, you need permission to manage sites. Refer to Staff Permissions Overview.
Accessing Document Settings
Navigate to Sites > Site Documents
Locate the document you want to manage
Select Actions > View/Edit for the document
Document Settings Options
These settings are optional for each document:
Hide from Contractors
By default, documents are hidden from Contractors
Uncheck this option to make documents visible to Contractors
Display at Sign In (Live Access)
By default, documents are set to NOT display in Live Access
Select this option if you want to display Site Documents for Locations at the Site (for visitor/contractor sign-in with QR codes, or in the Live Access app)
Restrict to Staff Category
Select this option if you want to restrict the document so it's only visible to specific internal Staff Users
After selecting this option, choose the Staff Categories you wish to restrict access to from the dropdown menu
This ensures only Staff Users in the selected categories can view the document
Saving Your Changes
After configuring your desired settings, select the Update Settings button to save your changes.