Adding Sign-in Documents

Adding Sign-in Documents

Use this feature to configure and manage the documents presented to visitors during the sign-in process. Documents include ones that can be viewed and signed, PDF slideshows, and videos.

 

All documents displayed on the device are logged as a part of the sign-in ledger. Based on the selected plan, custom retention policies can be implemented for each document type in order to expedite returning visitors. 

Adding sign-in documents

The procedures in this article are accessed by clicking   and then  Documents .


To create a new document, click New Document and select a document type. The Document Details page opens. Configure the following (options may differ based on the selected document type).



1) Enter the name for the document ( Title)


2) If you want to track documents by date and enforce expiration times and compliance, select a Revision Date .


3) Enter the Text that will be displayed to the visitor as the document name.

4) To create a questionnaire with Yes/No or questions or questions with checkbox answers, Click on Add new in green next to Custom Checkboxes:





5) In the popped up window, enter the text of the question and select the Question type:



6)  By default, checkboxes are mandatory, but you can also select  Can leave unchecked : this allows visitors to proceed with sign-in even if they do not check a box.
7) In the Restrictions area, select which visitor types will see this document and for which selected languages.

Note: If the document is not attached to any language, it will be displayed for all languages on the kiosk. 

8) Toggle Signature required to On if visitors must sign the document. 

Note: For kiosk sign-ins, this option will work for text and quiz documents. For pre-registration online, this feature will work for text, PDF, and text documents.

9) By default, the Discard Document After Visit option is set to off. Toggle it to On if you'd like the system to delete the signed copy of this document from the portal under the Visitors tab.

10) To allow visitors to skip this document, enable Allow Opt-out .


11) To allow visitors to view this document prior to their arrival, check Display Online for Pre-Registration . Visitors will not be prompted to view the document again at sign-in.

Please refer to the Working with Advance Pre-registration article to find out more about pre-registration online. 

12) In order to facilitate expedited sign-ins for returning visitors, documents can be skipped for visitors that viewed them in the past, subject to a configurable period of time. This interval can be configured using the  Document Expiration setting.  

- If Show every time is selected, the document will be displayed for new and returning visitors each time they sign in. 
- If you enable Expires after and set the period, returning visitors will review this document at their first visit and will not be prompted to see it at their following visits until  the expiration date is reached. Once it happens, the returning visitors will be required to review the document again.

Changing the order of the sign-in documents

To change the order in which sign-in documents are presented to visitors :
  1. Click , then Configuration, then click on your site.
  2. On the Features tab, enable Legal Documents and click Choose documents. You see a list of documents currently enabled for your site: use the arrows to change the order of these documents.


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