Enable Document Signing for a Visitor Type
To enable document signing during visitor check-in:
Navigate to Visitor Management → Visitor Types
Open the required Visitor Type
Select the Document tab
Toggle Enable Document Signing
Add Documents to the Check-in Flow
You can assign multiple documents to a single visitor check-in flow based on your requirements.
Documents can be added in either of the following ways:
Import documents from the Document Repository
Publish and assign documents directly from the Document Repository
For more information on Document Repository, click here
Import Documents from the Document Repository
Click Import
Review the list of available documents
Select one or more documents
Click Import to add them to the visitor type
Once successfully imported, the documents will appear in the Document tab.
Manage Document Settings
After importing documents, administrators can configure the following per document:
Document Order
Reorder documents as needed to control the signing sequence during check-in
Mandatory or Optional Signing
Mandatory: Visitors must sign the document to complete check-in
Failure to sign will result in check-in denial
Optional: Visitors may proceed without signing
Disabled: The document will not appear during check-in
If no longer required, it can be removed from the visitor type
A disabled document will not be shown during the check-in process..
Document Preview
Clicking the Eye (Preview) icon allows administrators to preview documents
The preview shows a combined simulation of all assigned documents as they appear in the iPad check-in experience
Per-Document Signing Policies
Each document has individual signing policies that can be configured at the Visitor Type level.
Returning Visitor Re-signing Options
Depending on your company policy, visitors may not need to sign the same document on every visit.
You can choose from the following options:
1. Re-sign After a Set Number of Days
Enable Returning visitors must re-sign the document
Select the number of days
Visitors will only be prompted to re-sign after the configured period
2. Re-sign on Every Visit
Select Re-sign for every visit
Visitors will be required to sign the document during each visit
Editing and Managing Documents
Editing, renaming, or deleting documents is only possible through the Document Repository
Clicking Edit Document redirects you to the Document Repository
Any changes made to a document template will be applied to all visitor types using that document
Use caution when modifying shared documents, as updates affect every visitor type where the document is assigned.
Visitor Type–Specific Settings
The following settings are configurable per document, per visitor type:
Mandatory or optional status
Re-signing rules for returning visitors
Re-sign duration (number of days)
This allows flexibility to tailor document requirements for different visitor flows.
Document Limit
Administrators can assign up to 10 documents per visitor type check-in flow