Require a signed document for a Visit Type

Have visitors with a Visit Type sign a document, such as a non-disclosure agreement, when they check in.

Before you start

• You need the Global Admin or Local Admin role.
• Create the document first on the Documents page in Global Settings. See how to create a new document.

Steps

1. Hover over the Settings icon on the left side of the window.
2. Click Locations.
3. Click the Location.
4. Click the Visit Types tab.
5. Click the Edit icon for the Visit Type.
6. Under Document Selection, select the document from the drop-down menu.
7. Click SAVE.

Note: To have visitors watch and acknowledge a video instead, see Require a Video Acknowledgment for a Visit Type.

Result

Visitors with this Visit Type are asked to sign the document when they check in.

Related

• Create a new document
• Modify an existing document
• Present visitor agreements
• About Visit Types