Overview

With required document uploads, admins can request specific documents from certain visitor types scheduled to enter the workplace. If a visitor can't complete their required document uploads themselves, or when a document needs to be added at the last minute, admins can upload the required documents on a visitor's behalf.

Before you can upload documents for a visitor, the visitor type's sign-in flow must already have document requirements configured.

Uploading documents

Upon invitation creation

Navigate to Visitors > Invites and click New invite.
Select the Visitor type. If that visitor type's sign-in flow has required documents, a Documents section appears at the bottom of the invite form.
Fill out the remaining required invite details.
In the Documents section, find the required document as defined by the sign-in flow. Click Upload a document, or drag and drop the file into the upload area.
- Accepted formats: .pdf, .jpg, .png.
(Optional) Set an expiration date for the document. If the document type is configured to auto-extract expiration dates, the date may populate automatically. You can adjust it if needed.
Click Invite to send the invite. The uploaded document is saved in an Approved state and is viewable in the Documents tab of the invite.
Upon arrival, the visitor will not require any document approvals to complete sign-in. The visitor will not be prompted to upload any admin-provided documents during their pre-registration flow.

To an existing invite

You can add, update, or remove documents from the invite's Documents tab after an invite has been created.

Navigate to Visitors > Invites and click the visitor's name to open their invite record.
Open the Documents tab.
Click Upload a document, or drag and drop the file into the upload area.
- Accepted formats: .pdf, .jpg, .png.
1. (Optional) Set an expiration date for the document. If the document type is configured to auto-extract expiration dates, the date may populate automatically. You can adjust it if needed.
Since the document was uploaded by an admin, it is automatically approved.
Upon arrival, the visitor will not require any document approvals to complete sign-in. The visitor will not be prompted to upload any admin-provided documents during their pre-registration flow.

For Walk-up Visitors

When a visitor attempts to sign in, but hasn't uploaded a document, their entry attempt will require a document and/or approval.

💡Tip: Customize your Pending approval screen to let visitors know extra steps are needed for their entry. 💡

Navigate to Visitors > Visitor log.
Any entry attempts that require documents will be listed under Approval Required.
Click on the visitor's name to open the entry.
Navigate to the Documents tab.
Click Upload a document, or drag and drop the file into the upload area.
- Accepted formats: .pdf, .jpg, .png.
1. (Optional) Set an expiration date for the document. If the document type is configured to auto-extract expiration dates, the date may populate automatically. You can adjust it if needed.
2. Since the document was uploaded by an admin, it is automatically approved, but the entry attempt still requires manual admin approval.
3. The History log will update to show the source of the upload.
Click Approve to finalize the entry.

Delete a document

On an entry or invite, locate the document you want to remove.
Click the trash can to delete.
Confirm deletion by clicking Remove document.
Once deleted, the requirement returns to its unfulfilled state. If the visitor still needs to provide the document, they'll see the requirement again in their pre-registration flow.

FAQ

Does the visitor get notified when I upload a document for them?

No. Because the requirement is fulfilled on the admin side, the visitor won't see it in their pre-registration flow and won't be prompted to take action.

Can the visitor replace a document I uploaded?

No. A document uploaded by an admin can't be updated or replaced by the visitor. If a change is needed, an admin can delete the document and re-upload it, or the requirement will reappear for the visitor during pre-registration once the admin-uploaded document is removed.

Do admin-uploaded documents need to be approved?