Configuring visitor compliance document settings

For sites with special requirements, Account administrators and Site owners can upload documents like non-disclosure agreements and waivers for visitors to sign when checking in using the Self-Service Kiosk.

1. In the Genetec ClearID™ web portal, click Organization > Site > Visitor management .
2. Select a visit profile from the list.
3. Under General profile settings, expand Visitor compliance documents.
4. Click Add document.
   You can display up to five documents on the kiosk during check-in. Documents must be in PDF format.
   1. Enter a name for the document.
   2. Upload or drag and drop a file.
5. Configure your document sharing preferences:
   1. Select Show document on the kiosk to show the document during visitor check-in.
      Tip:

      When the checkbox is not selected, the document remains available in draft mode.
   2. Select Email acknowledged document to host and visitor to attach a copy of the document to visitor confirmation emails.
   3. Add a list of recipients who should receive a copy of the document once visitors acknowledge it.
      Note:

      You can click to copy the complete list of recipients, for example, to add the same recipients to other compliance documents.
6. Click Add document to save your document.
7. Manage uploaded documents:
   1. Click to modify an existing document.
   2. Click to download a local copy of the document.
   3. Click to remove a document.
8. Click Save.

Visitors have to confirm they have read any uploaded documents and sign them during check-in at the Self-Service Kiosk.