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. Show document on the kiosk: Displays the document during check-in.
      When cleared, the document remains in draft mode.
   2. Email acknowledged document to host and visitor: Attaches the document to the host's and visitor’s 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.
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.