Document Settings

For safety, compliance, and a myriad of other reasons, you may want to manage documents and induction forms between your company and other entities. The Documents module will allow you to do just that. You can create different optional or required document types for Users, Contractor Companies, and Inductees.

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The documents screen displays a list of all documents and their status with options to sort and view. Documents are divided into four document categories on the left side:

Clicking a document type under any category filters the list. It also displays a Modify Document button on the left side, where the document parameters can be modified and where the document type can be deleted.

Click the + New Document button at the top right to add new document requirements.

Documents can be assigned to Users, and they can be marked as required for specific group(s).

You can also add and customize a document submission form for Users

Documents can be required for existing guests (return visitors)

Documents can be assigned to Contractor Companies and marked as optional or required. You can also add and customize a document submission form for Companies

Documents can be assigned to Inductees (Contractor Company Employees) and marked as optional or required.

You can access the induction form screen by clicking your profile photo/initials at the bottom left, going to Settings, and navigating to Induction Forms.

On the induction forms screen, you can view a list of different inductions along with the option to create new ones.

Induction forms hold customizable workflows similar to those used by the QR-code Sign In Points.

Once you have created the inductions needed for your location(s), you can assign a User to an induction location to require them to complete all the inductions for that location