As part of the Visitor Management module, admins can create questionnaires including files. This is helpful for companies requiring visitors to agree to Terms & Conditions, Standard NDA documents etc. In this article, we will go through the functionalities of this section.
Overview
Once you access your Documents & Media page you will see multiple elements:
Search bar & Filter by type ( PDF, URL, Video URL)
All documents & Media: This includes all your documents.
You can click on:
Edit to edit the document title
The eye icon to Quick Preview the document
Edit Columns: This allows you to decide which columns are displayed.
Uploading Documents & Media
Click on Add Document to upload a PDF, paste a URL link or upload a Youtube/Vimeo URL.
Once you have uploaded your document or media, you can see a preview of it on the right side of your screen.
Next, give it a name. Make it memorable so that when you select it during your questionnaire creation process, you select the right one.
Note: In order to successfully upload media and documents, please ensure all your files' titles do not include special characters.
Acknowledgement
Acceptance: Add a requirement to this document/media for the visitor to acknowledge/accept the document.
When enabled, visitors will need to tick a checkbox.
FAQ
Where can I see if my visitor has accepted the documents?
Within the visitor module or Feed, you can view each visitor's details page including their questionnaire' completion status and answers.