Compliance Documents Upload and Location Assignment

At check-in, the visitor can be presented with various user-defined documents (e.g. safety information, NDAs, house rules, etc.), which they must then read and sign.

In this article we show you how to upload and manage these documents. 

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Open Company > Compliance in the sidebar.

With Add New Compliance Document you can start the creation of a new document.


Please define a unique name for the document, as it will be visible to all administrators at the different locations. We recommend the following naming:

Location_Language_Document_Name

 

The following document types are available for selection:


Documents to view: A series of images with arbitrary content

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Documents to sign: pure text documents that the visitor has to sign

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Quiz

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Additionally, all compliance documents can be set to display only at the kiosk! 

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Once the compliance documents have been created, they can be assigned to the various check-in flows depending on their use. To do this, the desired check-in flow must first be selected and edited. Compliance documents can be added or removed under the “Settings” of the respective “Transitions”.

 

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In the bar below the existing documents, you can now select the other compliance documents that are to be assigned to the respective check-in flow.

By selecting an element, it is added to the list and is now displayed to visitors at check-in.

 

 

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