Add a PDF to your sign-in process
REQUIRED ACCESS
Admin
DIFFICULTY
Intermediate
ESTIMATED TIME
5 minutes
APPLIES TO MODULES
iPad App
PREREQUISITES
• You are logged in to the VisitUs dashboard.
• You have a PDF document (5 pages max recommended).
STEPS HEADING
Upload PDF
SUMMARY
Display a PDF document (such as an NDA or site access agreement) that visitors must view and agree to before signing in.
STEPS
1. Go to Sign-in Types in the left sidebar.
2. Select the Visitor sign-in type (or relevant sign-in type).
3. Navigate to the Compliance tab (or search for "PDF" or "Document").
4. Select the module labelled Display a document (or NDA / Agreement).
5. To Upload:
– Click Choose File and select your PDF.
– Click Upload to save it.
6. Configuration Options:
– Button Label: Customise the text of the button visitors tap to view the document.
– Mandatory Agreement: Check "Add a mandatory text box…" to force visitors to agree to terms.
– Signature: Check "Add a signature box…" to require a signature on the document.
7. Click Save to apply changes.