Create a Document for Visitors to Sign

Create a document, such as a Visitor Agreement or non-disclosure agreement, that visitors sign during Kiosk check-in.

Before you start

• You need the Global Admin role. Only a Global Admin can create, edit, or delete documents.
• Have the document text ready. You can paste it from a Word or PDF file.
• If you set a number of days before visitors sign again, set the Email sign-in field to Required on each Visit Type that uses the document. See how to configure Visit Types.

Steps

1. Point to Settings.
2. Click Global Settings.
3. Click the Documents tab.
4. Click Create Document.
5. In Document Title, enter a title.
6. In Document Content, paste or type the document text.
7. (Optional) Format the text with the editor toolbar.
8. Click Preview to see how the document looks on the Kiosk.
9. Under, How often does a returning visitor need to re-sign this document? Enter the number of days before a repeat visitor must sign the document again. 
10. Click Save.

Result

The document appears on the Documents tab. To show it to visitors, see how to attach a document to a Visit Type.

Related

• Edit a document
• Delete a document
• Present Visitor Agreements at check-in