Configuring access request documents for sites

For sites with extra security measures or requirements, Site owners can require employees to upload supporting documents, like copies of drivers licenses or certifications, when requesting access to areas.

1. In the Genetec ClearID™ web portal, click Organization > Site > Access configurations .
2. Under Define supporting documents for site, click Add site document.

   

   1. In the Display name field, enter a name for the document type.
   2. Select Show this field in access requests to display the document field in access requests for the site.
      Tip:

      When the checkbox is cleared, the document type remains available in draft mode.
   3. Choose if the document is required or optional for access requests.
      Note:

      You can configure a combination of mandatory and optional document types to appear in a single access request.
   
3. Click Add.
4. (Optional) Modify or remove document types as needed.