Add a new document in VisitorOS

You can add documents, such as safety videos or visitor guidelines, that visitors must review and accept during pre-registration or sign-in

Add a document

1. From the left sidebar in VisitorOS, click Manage, then select Documents.
   
2. Click New Document, then select a document type.
3. In the "Document Details" panel, enter the document information. To learn what each option requires, see Document details.
4. In the "Configuration" panel, choose who should see the document and when they should see it. To learn what each option requires, see Configuration.
5. Optionally, to control when the document appears again for returning visitors, configure the settings in the "Expiration" panel. To learn what each option requires, see Expiration.

6. Click Save to add the document.

   Important:

   For the document to appear on the iPad, restart the VisitorOS app. To learn how, see Apple's article Quit and reopen an app on iPad.

Document settings

When adding a new document or editing an existing one, you have the option to configure what visitors see and how they interact with it when signing in.

Document details

You can edit the following document details for all document types:

• Revision date: Select a date to keep track of when the document was last updated.
• Document title: Enter a title for the document that visitors will see.
• Text: Enter information about the document or instructions for visitors to follow to complete the document.

The following document details are available only for "Text/Checklist" documents:

• Custom Checkboxes: Create items visitors must check off, or create yes/no questions.
• Footer: Enter text that appears at the bottom of the document.

The following document detail is available only for "Video" and "PDF" documents:

• Browse files: Upload a PDF or video file. This option appears only after you save the document for the first time.

The following document detail is available only for "Questionnaire/Quiz" documents:

• Quiz: Create a "Regular Quiz" (ungraded) or a "Graded Quiz" (scored). The score appears when you review visitor records. To learn more about quiz documents, see Create a quiz in VisitorOS.

The following document detail is available only for "File Upload" documents:

• Document Type: Select the type of document you want the visitor to upload.

Configuration

Configuration settings allow you to control who sees the document and whether visitors are required to accept or sign it.

• Assign to Sites: Select which sites this document is for. You can only select sites that are assigned to you.
• Visitor Type(s): Select which visitor types this document is for. Only visitors who sign in with the selected visitor type can accept or sign the document.
• Display Online for Pre-Registration: If your site uses pre-registration, turn this setting on to show the document during pre-registration. To learn how to turn on pre-registration, see Change pre-registration settings.

• Document Languages: Select the language for this document. The document appears only when a visitor chooses that language during sign-in.

  Important:

  The languages you select must also be configured for your site. To learn how to set up languages for your site, see Manage multi-language sign-ins. 

• Signature Required: Turn this setting on to require the visitor to sign the document. Video documents cannot be signed.

• Allow Opt-Out: Turn this setting on to allow visitors to decline the document and continue signing in. If this setting is turned off, visitors must accept the document to finish signing in.

  Note:

  Visitors cannot opt out of quizzes.

Expiration

Expiration settings allow you to set when returning visitors must accept or sign the document again.

• Discard Document After Visit: Turn this setting on to discard the visitor's document when they sign out.
• Select one of the following options to control how often the document appears for returning visitors:
  • Select Show Every Time for the document to appear on every visit.
  • Select Expires After to set how long the document remains valid after the visitor signs in. Visitors who return within that time will not need to accept or sign the document again.
  • Select Validity Period to set a date range. Returning visitors within the date range will not have to sign the document again.