Configuration

Updating Document Templates

78 views September 16, 2018 November 4, 2019 zvizier 2

Document templates are shown after a visitor inputs their information and allows you to require a signature. These can be added/removed depending on the Visitor Type. To modify Visitor Types, see this article.

  1. Go to your admin panel by logging in here: https://app.visitly.io
  2.  Navigate to Locations and click on Edit for the location you would like to change the settings for. Click on Documents on the left navigation panel. You will see all the document templates associated with the location
  3. You can choose to add a new Document template by clicking “Add New Document”, or edit a current one.
  4. Either click “Add New Document” or edit a current one, and you’ll be presented with a screen that allows you to add the content of the document.
  5. Enter the information as below
    • Document Name – Name of the document
    • Signed Document Validity Period (Days) – If the document was signed previously by the visitor (matching Name or Email address) within this period , document screen will be skipped during sign-in
    • Allow visitors to decline – If Yes, the visitor can decline to sign the document
  6. Add the document content. You can use {{org_name}} and {{visitor_name}} as short-codes or variables that will be populated when the document appears on the iPad
  7. Once complete, you may need to attach it to a Visitor Type if it’s a new Document. See this article for more info
  8. You’ll also need to refresh your data on your iPad. This happens automatically every hour, but if you’d like to manually refresh the information, see this article.

 

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