How to create an Expected Visitor List

Find out if your document has reached the right people with an Expected Visitor List. Simply upload a list of email addresses and set your document to use a Reader Login or SSO security rule. You’ll then be able to instantly track see who has engaged with your document and who hasn’t!

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 'London Branch'.

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

Secure your content with precision by combining a Expected Visitor List (EVL) with a Reader Login or SSO security rule.

When a user logs in, their email is compared to the EVL - those included will be allowed to view the document, any anyone not on the list will be denied access.

Find out more about pairing an Expected Visitor List with a Security Rule.