Configuring visitor compliance document settings

To require guests to sign non-disclosure agreements or legal waivers during check-in, Account administrators or Site owners can configure visitor compliance document settings in Genetec ClearID™.

1. Access the ClearID portal.
2. From the Access management section on the sidebar, click Organization > Sites .
3. Select a site, then click Visitor management.
4. Select a visit profile.
5. Under General profile settings, expand Visitor compliance documents.
6. 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.
7. Configure your document sharing preferences:

   Show document on the kiosk

   Displays the document during check-in.

   When cleared, the document remains in draft mode.

   Send this document to visitors for previewing before check-in

   Sends visitors a preview-only copy of the document before the visit.

   Send a signed copy of this document to the host

   Attaches the document to the host's confirmation email.

8. (Optional) Add a list of recipients who should receive a copy of the document once visitors acknowledge it.
   Click to copy the complete list of recipients, for example, to add the same recipients to other compliance documents.
9. Click Add document.
10. Click Save.
    Visitors have to confirm they have read any uploaded documents and sign them during check-in at the Self-Service Kiosk.
11. (Optional) Select Send all documents to visitors for pre-signing before check-in.
    ​When selected, compliance documents that have been pre-signed are skipped on the Self-Service Kiosk during check-in.
12. 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.