Record a Visitor's Documents at the Desk

1. 1

   Open the visit in ConsoleVisitors.

2. 2
   Find Documents. Each document shows whether it's done, which version, and when and how.
3. 3
   For one signed on a printed copy, select Record paper signature.
4. 4
   For one the visitor agreed to in person, select Record acceptance.
5. 5
   To download a document as it was signed or accepted, select Signed copy.

Good to Know

• Your privacy notice applies on every plan. NDAs, waivers and site rules are on Pro and Enterprise.
• Both kinds of record carry your name in the audit trail.
• Keep the paper copy as your own rules say.
• Visitors can sign on their pass before they arrive, so check Documents before asking them to sign at the desk.

If Something Goes Wrong

• "This visit doesn't ask the visitor to agree to anything." No documents apply to this visitor type. An admin sets them in ConsoleSettingsDocuments.
• "The signed copy couldn't be opened just now." Try again in a minute.