Edit a Document

Update the title, text, or re-sign period of a document 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.
• 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. Click Settings.
2. Click Global Settings.
3. Click the Documents tab.
4. Click the Edit (pencil) icon next to the document.
5. (Optional) In Document Title, enter a new title.
6. In Document Content, make your changes to the text.
7. (Optional) Format the text with the editor toolbar.
8. Click Preview to see how the document looks on the Kiosk.
9. (Optional) Under, How often does a returning visitor need to re-sign this document? Enter a new number of days before a repeat visitor must sign the document again.
10. Click Save.

Result

The Documents tab shows the updated document.

Related

• Create a document for visitors to sign
• Attach a document to a Visit Type
• Delete a document