Add Documents for Visitors to Sign (NDAs) and Set How Often They Re-sign

Use this article to upload the legal documents visitors sign at check-in, such as an NDA, choose how long a signature stays valid, and add the document to a visitor type. These steps are for admins.

Upload a document

1. Click your profile picture in the bottom-left corner and go to Settings > Visitor Manager.
2. Open the Documents tab. It lists your Legal Documents & NDAs with their Type, Expiration and Created date.
3. Click Upload Document.
4. Click Upload a file or drag and drop your file. It must be a PDF of 10MB or less.
5. In Expiration Policy (days), enter how many days a signature stays valid. The default is 30. Visitors re-sign after this many days. Enter 0 so a signature never expires.
6. Click Upload.

Require the document at check-in

A document only appears at check-in once it's added to a visitor type.

1. In Settings > Visitor Manager, open the Visitor Types tab and click the edit (pencil) button next to a visitor type.
2. On the Workflow tab, turn on NDA Signature. A Legal tab appears.
3. Open the Legal tab and click Add Document.
4. Choose Existing Document and pick the document under Select Document, or choose Upload New to upload one here. Its Expiration Policy is shown under Document Settings; you change it on the Documents tab.
5. Leave Require signature on so visitors must sign to continue.
6. To add more documents, click Add Document again.
7. Click Save Changes.

Change how often visitors re-sign, or manage a document

1. Go to Settings > Visitor Manager > Documents.
2. Click the menu (⋮) next to the document. You can:
   • Edit: change the Expiration Policy (days), then click Save.
   • View: open the document.
   • Download: save a copy.
   • Delete: remove the document.

Tips

• Returning visitors only sign again once their last signature has expired. With an expiration of 0, they sign once.
• To replace an NDA with a new version, upload the new PDF and add it to the visitor type in place of the old one.

If you still need help, contact support@gettactic.com.

Related: Visitor Management: How to create a Visitor Type · Visitor Management: Create a Visitor Station