Visitors | Envoy Help Center

About Envoy Visitors

Envoy Visitors is a digital visitor management system that’s changing how visitors sign-in at workplaces around the world.

Written by Rawee Gobena
Updated over a week ago

The basics 🌱

Introducing your team to Envoy Visitors

Before you start signing in visitors, let your team team know what changes to expect & how to make Envoy Visitors work with their workflow.

Written by Rawee Gobena
Updated over a week ago

How your team uses Visitors

Envoy Visitors impacts more than just account administrators, it will improve the visitor sign-in process for your whole team.

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Account overview 🌐

Global overview

Learn how to get a quick overview of all your locations, visitors, devices and more.

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About locations

Learn about locations, which are the backbone of your Envoy account.

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Managing locations

Learn how to view, add and deactivate locations.

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Location overview

Learn more about how to get a collective view of your visitors across all the locations you manage.

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Activity log

Learn how to stay up to date on the changes made to your account: see which settings changed, who changed them and when.

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General Settings ⚙️

Setting language for your team and visitors

Set your team’s language preference and which languages are available to visitors all from the dashboard.

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Recognize returning visitors

You can set the kiosk to recognize returning visitors to make signing in faster for people who have signed in previously.

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Welcome screen

When the Envoy Visitors app is open, it displays the welcome screen.

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Data privacy features

Learn how you can support compliance efforts and offer more data privacy options to your visitors.

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Global features 🌏

About Global sign-in flows

Learn about how to manage sign-in flows globally.

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Scheduled Reports

Learn how to create and share Visitors data within a scheduled report

Written by Anna
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Visitor Sign Out Reminder

An integration that automatically sends an email and/or SMS to remind visitors to sign out.

Written by Envoy Team
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Setting up Global sign-in flows

Learn how to utilize Global sign-in flows.

Written by Rawee Gobena
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Visitor log 📊

Using the visitor log

This article outlines the different parts of the visitor log, how to use them and how to customize them.

Written by Rawee Gobena
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Proof of vaccination & test result tracking for Visitors

Learn how to set up and review proof of vaccination and test results for visitors

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Returning visitors

Learn how to customize what Envoy remembers when a Visitor signs in.

Written by Rawee Gobena
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About visitor types

We know that not all offices have the same requirements or policies when it comes to visitor management, so Visitors is fully flexible.

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Setting up visitor types

This article outlines how to set up custom sign-in flows by adding multiple visitor types.

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Setting up hidden sign-in fields

Learn how to hide specific sign-in fields from Visitors or Employees upon inviting and signing in.

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About the sign-in flow

When a visitor signs in using Visitors, they’ll go through your customized sign-in flow. Learn more below!

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Setting up sign-in fields

This article outlines how to set up the sign-in fields that allow you to capture visitor information like name, contact details and more.

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About sign-in fields

Learn how to customize the sign in flow to fit your companies needs.

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Legal documents 📝

About legal document signing

With Envoy Visitors, you can prompt visitors to electronically sign a legal document when they sign in. Learn how it works below!

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Setting up legal document signing

This article outlines how to set up and configure your legal documents.

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Setting up legal document storage

This article outlines how to set up and configure the different ways you can store signed legal documents.

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Badges 🎫

About badge settings

Learn about the benefits of printing badges and customizing your badge settings

Written by Rawee Gobena
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Setting up badges

This article outlines how to set up and configure your badge settings.

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Reprinting and preprinting badges

This article outlines how to reprint and preprint badges.

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Common CSS customizations

This article outlines how to further customize your badge display and layout with custom CSS.

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Visitor photos 📸

About visitor photos

With Envoy Visitors, you can automatically capture a photo of every visitor.

Written by Rawee Gobena
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Setting up visitor photos

This article outlines how to set up and configure visitor photo settings.

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Tips for getting good photos

If you’re capturing visitor photos, here's some tips to ensure you get a crisp, high quality photo!

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How to sign in visitors

Learn more about the multiple ways you can sign in visitors.

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How to sign out visitors

Learn about the benefits of using sign-out and the different ways you can sign out visitors.

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Touchless sign-in

Learn how to have Touchless sign-in with Envoy Mobile.

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Plus one sign-in

Envoy’s plus one sign-in feature allows one visitor to sign in with additional unspecified visitors.

Written by Rawee Gobena
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Touchless walk-ins

Learn how to have a touchless sign-in experience for your walk-up visitors.

Written by Rawee Gobena
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Offline mode

If iPads become disconnected from Wi-Fi, visitors can still sign in. Learn how the iPad operates offline in this article.

Written by Rawee Gobena
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Using Invites for group sign-in

If you’re expecting a large group of visitors, the registration feature can help you speed up the sign-in process.

Written by Rawee Gobena
Updated over a week ago

Tips for using Visitors at events

Whether or not you use Envoy Visitors at your front desk, it can be a great addition to events like meetups, small conferences & gatherings

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Notifications 🔔

About host notifications

With Envoy Visitors, you can automatically notify your employees when visitors arrive to see them.

Written by Rawee Gobena
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Setting up host notifications

This article outlines how to set up and configure host notifications.

Written by Rawee Gobena
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Assistant notifications

The assistants feature gives Envoy administrators the flexibility to specify who receives notifications for certain employees.

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Delivery contact notifications

Setting a delivery contact allows you to alert a designated employee in your directory every time a package is delivered.

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Fallback notifications

Learn about how to alert someone if there is no host for someones visit.

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Printer out of paper notifications

Learn how to be notified when your printer runs out of badges.

Written by Rawee Gobena
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iPad status notifications

iPad status notifications let your team know when your device is offline. Learn about these notifications and how to customize them.

Written by Rawee Gobena
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Troubleshooting notification issues

If visitors are completing the sign-in process on your iPad but you’re not receiving host notifications, you can quickly troubleshoot.

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Invites 📧

About Registration with Invites

Learn how to improve your sign-in process with registration.

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Setting up registration for Invites

This article outlines how to set up and configure registration.

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Configure the Invitation email

Learn about how to customize the Invitation Email.

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How to register for your upcoming visit

This article will go into detail on all the different ways your visitors can complete the registration process.

Written by Rawee Gobena
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Near visit registration

Learn about Near visit registration for invited guests, ensuring that any information answered during registration is up to date.

Written by Rawee Gobena
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Signing in with QR codes

This article outlines the benefits of QR codes, how to make QR codes available to visitors, and how to use a QR code to sign in for a visit.

Written by Rawee Gobena
Updated over a week ago

Envoy add-in for Microsoft Outlook

This article outlines how to use the Envoy add-in for Outlook to invite guests in Envoy from a meeting in Outlook.

Written by Rawee Gobena
Updated over a week ago

Final Screen 📣

About the final screen

With Envoy Visitors, the last step of the sign-in flow welcomes your visitor to your office.

Written by Rawee Gobena
Updated over a week ago

Setting up the final screen

This article outlines how to set up and configure the final screen.

Written by Rawee Gobena
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Security 🔒

About data security

Learn about Envoy's data security.

Written by Rawee Gobena
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About workplace security

Lean how Envoy can help with your workplace security.

Written by Rawee Gobena
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About Block list

This article will help you learn about our block list feature.

Written by Rawee Gobena
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Setting up Block list

Learn how to set up your company's Block list.

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Watch list

This article will help you learn about our watch list feature.

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ID Check

Learn how Envoy Visitors can help you keep track of which guests have had their IDs checked.

Written by Rawee Gobena
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ID scanning

Add an extra layer of security to your sign-in with ID scanning.

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Using Visitors for evacuation

Since Visitors helps you keep track of who’s in the building, it can be a helpful resource in the event of emergency or evacuation.

Written by Rawee Gobena
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Create smart workflows with rules

Learn how to set up workflows that save your team time and make security foolproof with rules.

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Visitor data 📋

Global overview - Analytics

Learn more about the different tables for analytics within Global overview.

Written by Rawee Gobena
Updated over a week ago

Exporting visitor data

Learn how to export visitor and invite logs.

Written by Rawee Gobena
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About Visitors Analytics

Use the Visitors analytics dashboard to learn more about how your team and visitors use Envoy.

Written by Rawee Gobena
Updated over a week ago

Editing and deleting visitor entries

Once a visitor has signed in, their entry can be edited or deleted as needed.

Written by Rawee Gobena
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Visitor emails ✉️

Configure the Welcome email

Learn how to configure and customize the Welcome email that Envoy sends out to your guests.

Written by Rawee Gobena
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About visitor emails

Learn more about managing the emails you send to visitors.

Written by Rawee Gobena
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Setting up the welcome guide

This article outlines how to create and customize your location’s welcome guide.

Written by Rawee Gobena
Updated over a week ago

Setting up the survey email

This article outlines how to set up your survey email and select administrators to receive a weekly email summary of the results.

Written by Rawee Gobena
Updated over a week ago