Download visitor documents

You can download documents that visitors submitted during sign-in from the Visitors page.

Required tier Corporate, Enhanced, or Enterprise tier. What is my tier?
Required permission Data export. This permission is included by default for the account administrator and site administrator role. What is my role?

Download all visitor documents

  1. From the left sidebar in VisitorOS, click Visitors.
  2. In the upper-right corner, click the Export screenshot of the export icon. icon, then select Download Legal Documents.
    Screenshot of the "Download Legal Documents" option.
  3. In the top bar, click the Download Download_visitor_documents.png icon, then select Download.
    Screenshot showing the "Download" button highlighted.

Download selected visitor documents

  1. From the left sidebar in VisitorOS, click Visitors.
  2. Select the checkboxes next to the visitors whose documents you want to download.

    Tip:

    To narrow the list, select the Filter screenshot of the filter icon. icon in the top right, and then apply your filters.

  3. Click Bulk Actions, then select Download Legal Documents for Selected.
    Download_legal_documents_for_selected.png
  4. In the top bar, click the Download Download_visitor_documents.png icon, then select Download.
    Screenshot showing the "Download" button highlighted.

Download documents for one visitor

  1. From the left sidebar in VisitorOS, click Visitors.
  2. Use the search bar to find the visitor by their name or company.
  3. Next to the desired visitor, click the Download Legal Document Lega_document.png icon.

    Note:

    If you do not see the icon, the visitor did not upload any documents.

Was this article helpful?
0 out of 0 found this helpful