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Digital Document Signing

Require visitors to read and digitally sign NDAs, safety waivers, or visitor agreements before completing check-in.

How It Works

Admins upload documents (PDFs) to the Documents section. When a visitor checks in, they are presented with the required documents. They must scroll through the document and provide a digital signature on the pad before the check-in is completed.

Uploading Documents

1

Navigate to Documents

Go to Documents in the dashboard sidebar.

2

Upload a Document

Click Upload Document and select a PDF file. Give it a descriptive title (e.g., "Visitor NDA", "Safety Waiver").

3

Enable for Check-In

Mark the document as required. All future visitors will be presented with this document during the check-in flow.

Signature Capture

Visitors sign using a touch-screen or mouse-drawn signature pad. Signatures are:

  • Timestamped: Exact date and time of signing is recorded
  • Stored securely: Attached to the visitor's check-in record
  • Auditable: Accessible from the visitor detail view and audit trail

Check-In and Check-Out Signatures

You can independently enable signatures for check-in and check-out:

  • Check-in signature: Enable in Settings → "Require visitor signature at check-in"
  • Check-out signature: Enable in Settings → "Require visitor signature at check-out"

These settings are separate from document signing. You can require a general signature without requiring document review.

Plan requirement: Digital document signing and NDA management is available on Pro plans and above.
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