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Resources and answers from the Envoy team

Search results for:pre registration

Pre-registration for Approval workflows
Configuring Pre-registration… Select Pre-registration from the sidebar… The visitor receives a pre-registration link with their invite
Pre-registration Document Uploads for Visitors
Learn how to collect documents from your visitors during pre-registration… With Required Document Uploads, admins can request specific documents during pre-registration, allowing… At this time, Visitors can only upload documents via pre-registration
Setting up registration with Invites
This article outlines how to set up pre-registration… Enable or disable pre-registration… To enable, toggle to the “on” position, if it is the first time setting up, click Enable registration
Approving visits, Data Collection, and Invitation Experience for Approval workflows
How pre-registration interacts with approvals Depending on how the policy is designed, pre-registration… The visitor pre-registration experience… Once submitted, the pre-registration form is locked
How to register for your upcoming visit
This article will detail how your visitors can complete the registration process… How pre-registration works with sign-in… By pre-registering for your visit with Envoy, you can speed up the sign-in process once you arrive!
Proof of vaccination & test result tracking for Visitors
Upload via pre-registration… can request visitors to submit proof of vaccination and/or negative test results when signing in or pre-registering… For pre-registered visitors: Navigate to Visitors > Invites Within the approval required
Uploading Documents on Behalf of Your Visitors (Hosts)
If you're an admin looking to enable this feature, see our article on pre-registration document uploads… Your visitor completes the rest of pre-registration… When your visitor finishes pre-registration, they receive their QR code (if used at your location)
Group Invites
Pre-registration… After visitors complete their self-registration, their name and registration info will be available within… Create a signup link for self-registration
Uploading Documents on Behalf of Visitors for Admins
The visitor will not be prompted to upload any admin-provided documents during their pre-registration… The visitor will not be prompted to upload any admin-provided documents during their pre-registration… Because the requirement is fulfilled on the admin side, the visitor won't see it in their pre-registration
Creating a Policy: Fields, Conditions, and Approval steps
After a visitor submits their pre-registration, they can't change their answers through the pre-registration… Visitor fields and pre-registration… The visitor can see that answer and update it during pre-registration or at the iPad