File sharing integrations

Available on Premium & Enterprise Plans

When you connect Visitors with a file-sharing integration, your signed legal documents get filed automatically. Learn more about our legal document integrations:

You can also opt to send all signed legal documents directly to a specified email address. It’s best to choose a general address like [email protected] rather than an employee’s email address.

Tip: If you have multiple visitor types, you'll configure these settings per visitor type. If you have multiple legal documents, you'll configure these settings per legal document.

  1. Go to Visitors > Settings > Sign-in flow.
  2. Select the visitor type you wish to edit.
  3. Select legal documents from the top navigation.
  4. Locate the legal document for which you wish to set up ā€˜email signed legal document’. Click ā€œEnableā€.
  5. Enter the preferred email address where signed documents will be sent.
  6. Click ā€œSaveā€.
  1. Go to Visitors > Visitor log.
  2. Locate the visitor’s entry to find their signed legal documents.
    • To do so, you can search for the visitor’s name, or you can use the calendar to navigate back to a specific day.
  3. Click on the visitor’s name to view the entry details.
  4. The sidebar on the righthand side of the screen will contain a section for legal documents.
    • You will be able to see a list of documents with a checkmark or x, indicating whether or not the document was signed.
    • Beneath that, you will see a link prompting you to download the signed documents.

Note: The document(s) will download as a .zip file.

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