1. Set up visit templates

A visit template defines how a visitor can access the site, including

• Which rooms they can access during their visit
• What information is included in the invitation email
• Any documents requiring signature before visitors can sign in, and an email adress signed documents will be sent to for audit

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At least one visit template needs to be created before users can invite visitors

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Create a visit template

1. Go to Visitors and select the site you want to set up visit templates for
2. Go to the Visit templates tab
3. Name your visit template, select which rooms or zones visitors can access, and add any information that should be included in the invitation email

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If visitors will need to sign documents you can add up to 3 files and an audit email address to send signed documents to

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Visitor documents

If visitors need to sign any documents before they sign in at your site, you can add these to the relevant visit template. You can upload up to 3 PDF documents no larger than 2MB each