Ask Visitors to Sign an NDA, Waiver or Site Rules

1. 1

   Go to ConsoleSettingsDocuments and, under Add a document, choose Site rules, Non-disclosure agreement or Waiver.

2. 2
   Give it a Name visitors will recognise, and write the Wording.
3. 3
   Under How it's agreed to, choose how visitors agree, if the kind lets you choose.
4. 4
   Under Who's asked, ask every visitor or tick the visitor types that need it. Then choose When visitors are asked again.
5. 5
   Select Publish version 1.

Good to Know

• NDAs and waivers are signed with the visitor's typed name and a drawn signature. Site rules are usually accepted with a tick.
• Visitors sign on their pass before they arrive, when they check themselves in, at the kiosk, or at the desk.
• Every agreement has a signed copy: a PDF the visitor gets from their pass, and reception gets from the visit.
• To change the wording, publish a new version. Everything signed stays tied to the version that was signed.
• Archive stops asking for a document; its signatures stay. Restore asks for it again.

If Something Goes Wrong

• The kinds are locked. Site rules, NDAs and waivers come with Pro and Enterprise. Your privacy notice works on every plan.
• A visitor arrived without signing. Open their visit in ConsoleVisitors, and record it as signed on paper or accepted at the desk under Documents.
• Publish is greyed out. The wording hasn't changed since the last version.