Global Documents allow you to maintain a single document that can be used across multiple sites.

Instead of uploading the same PDF or agreement to each site individually, you can manage it once from the Global Dashboard and make it available wherever it’s needed.

Global Documents work exactly like Site Documents, with the added benefit that they can be shared across multiple locations and used within your Global Categories.

Typical uses include:

Global Documents are best suited to documents that should be consistent across your entire organisation.

For example:

If a document contains information that is unique to a single location, such as site-specific evacuation routes or local procedures, it is usually better to keep it as a Site Document.

Tip: Global Documents should contain information that is applicable to every site where they are used.

Navigate to:

Global Dashboard → Documents

Click Add Document.

Creating a Global Document is almost identical to creating a Site Document.

You can upload:

These can be presented to visitors during check-in in exactly the same way as Site Documents.

Each Global Document includes an Apply To section where you choose which sites should use it.

Sites currently using the document appear under Active Sites, while available sites are listed separately.

Simply add or remove sites to control where the document is available.

Removing a site removes the document from that location without affecting any other linked sites.

Global Documents are typically presented to visitors through Global Categories.

A single document can be attached to multiple categories.

For example, the same Health & Safety document could be used for:

This means you only need to maintain one document while using it across multiple visitor journeys.

If a site already has its own document assigned within a category, attaching a Global Document to that category will replace the Site Document in that location.

This makes it much easier to standardise documentation without visitors seeing duplicate documents during check-in.

Unlike other Global content, documents do not support version replacement.

If you need to publish an updated document:

This ensures every linked site begins using the latest version.

Global Documents can be locked to prevent Site Admins from making changes.

When a document is locked:

This helps ensure important compliance documents remain consistent across your organisation.

Deleting a Global Document removes it from:

Before deleting a document, make sure it is no longer required or has been replaced with a newer version.

Use Global Documents for any policy or information that should remain consistent across multiple sites.

Where site-specific information is required, keep those documents at Site level instead.

Combining Global Documents with Global Categories and Global Questions provides a consistent visitor experience while significantly reducing administration across large organisations.