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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Updated over a week ago

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.

Written by Rawee Gobena
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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.

Written by Rawee Gobena
Updated over a week ago

Recognize returning visitors

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

Written by Rawee Gobena
Updated over a week ago

Welcome screen

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

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Updated over a week ago

Data privacy features

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

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Updated over a week ago

Global features 🌏

About Global sign-in flows

Learn about how to manage sign-in flows globally.

Written by Rawee Gobena
Updated this week

Scheduled Reports

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

Written by Anna
Updated over a week ago

Visitor Sign Out Reminder

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

Written by Envoy Team
Updated over a week ago

Setting up Global sign-in flows

Learn how to utilize Global sign-in flows.

Written by Rawee Gobena
Updated this week

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
Updated over a week ago

Proof of vaccination & test result tracking for Visitors

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

Written by Tolu
Updated over a week ago

Returning visitors

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

Written by Rawee Gobena
Updated over a week ago

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.

Written by Rawee Gobena
Updated over a week ago

Setting up visitor types

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

Written by Rawee Gobena
Updated over a week ago

Setting up hidden sign-in fields

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

Written by Rawee Gobena
Updated over a week ago

About the sign-in flow

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

Written by Rawee Gobena
Updated over a week ago

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.

Written by Rawee Gobena
Updated over a week ago

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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Updated over a week ago

Setting up legal document signing

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

Written by Rawee Gobena
Updated this week

Setting up legal document storage

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

Written by Rawee Gobena
Updated over a week ago

Badges 🎫

About badge settings

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

Written by Rawee Gobena
Updated over a week ago

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.

Written by Rawee Gobena
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Common CSS customizations

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

Written by Rawee Gobena
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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
Updated over a week ago

Setting up visitor photos

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

Written by Rawee Gobena
Updated over a week ago

Tips for getting good photos

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

Written by Rawee Gobena
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How to sign in visitors

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

Written by Rawee Gobena
Updated over a week ago

How to sign out visitors

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

Written by Rawee Gobena
Updated over a week ago

Touchless sign-in

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

Written by Rawee Gobena
Updated over a week ago

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
Updated over a week ago

Touchless walk-ins

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

Written by Rawee Gobena
Updated over a week ago

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
Updated over a week ago

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

Written by Rawee Gobena
Updated over a week ago

Notifications 🔔

About host notifications

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

Written by Rawee Gobena
Updated over a week ago

Setting up host notifications

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

Written by Rawee Gobena
Updated over a week ago

Assistant notifications

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

Written by Rawee Gobena
Updated over a week ago

Delivery contact notifications

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

Written by Rawee Gobena
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Fallback notifications

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

Written by Rawee Gobena
Updated over a week ago

Printer out of paper notifications

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

Written by Rawee Gobena
Updated over a week ago

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
Updated over a week ago

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.

Written by Rawee Gobena
Updated over a week ago

Invites 📧

About Registration with Invites

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

Written by Rawee Gobena
Updated over a week ago

Setting up registration for Invites

This article outlines how to set up and configure registration.

Written by Rawee Gobena
Updated over a week ago

Configure the Invitation email

Learn about how to customize the Invitation Email.

Written by Rawee Gobena
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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
Updated over a week ago

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
Updated over a week ago

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
Updated over a week ago

Security 🔒

About data security

Learn about Envoy's data security.

Written by Rawee Gobena
Updated over a week ago

About workplace security

Lean how Envoy can help with your workplace security.

Written by Rawee Gobena
Updated over a week ago

About Block list

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

Written by Rawee Gobena
Updated over a week ago

Setting up Block list

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

Written by Rawee Gobena
Updated over a week ago

Watch list

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

Written by Rawee Gobena
Updated over a week ago

ID Check

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

Written by Rawee Gobena
Updated over a week ago

ID scanning

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

Written by Rawee Gobena
Updated over a week ago

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
Updated over a week ago

Create smart workflows with rules

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

Written by Rawee Gobena
Updated over a week ago

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
Updated over a week ago

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
Updated over a week ago

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
Updated over a week ago

About visitor emails

Learn more about managing the emails you send to visitors.

Written by Rawee Gobena
Updated over a week ago

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