Visitor documents

Learn how to set up documents requiring signature

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

To autofill visitors’ names, signature date, and the name of the host site onto your visit documents, makes sure the PDF includes form fields. You can add form fields using a PDF editing service such as Adobe Acrobat

Make sure to name your PDF form fields so that you can easily match them with the correct information when uploading to Accessia

Accessia will automatically detect form fields when you upload documents. You can then select which information to autofill in each field when the visitor signs the document

If the PDF does not include form fields, the document will not be modified during sign in

After a visitor has signed the documents, they will receive copies of them by email. If an audit email has been set up on the visit template, copies will also be sent to this address for easy auditing