Any requirement for visitors to review and sign your non-disclosure agreement or health and safety register is easily handled, assisting as a tool in your regulatory compliance system.

Don’t get lost in the paperwork and risk losing these essential documents - our visitor management system stores your information safely and without fuss.


Configuring your visitor agreement

To configure the visitor agreement, log into the SwipedOn web dashboard and navigate to 'Settings' > 'Agreement' view.

Text

  • 'Text' is the default setting for visitor agreements, this will display a generic agreement that can be removed or edited.

  • To edit the text visitor agreement, click the 'Edit' button at the top of the page and then click in the text box to begin editing the agreement.

  • When text is highlighted, additional formatting options will appear as shown below.

  • Click on the 'Publish' button to apply these changes.

PDF

  • To change the agreement type to a PDF, click on the 'Edit' button and select 'PDF'.

  • This will display the default text agreement in PDF format, to upload a new PDF file, click on the 'Add PDF' button.

  • Select the PDF you wish to use and click on 'Publish' to apply this agreement.

Considerations:

  • PDF visitor agreements should be one file, of no more than ten pages long.

  • The maximum file size should not exceed 10 MB.

  • PDF files should be A4.

  • PDF files should be saved in portrait prior to upload. Landscape files will not successfully upload.

Additional options

Append agreement acceptance

  • If enabled, a visitor's signature will always be added to the end of the visitor agreement, including onto a new page if required.

  • If disabled, a visitor's signature will always be added to the last page of your PDF but may overlap your content.

Require signature

  • If enabled, the visitor will be asked to provide a signature against this agreement.

  • If disabled, the visitor will see an 'Agree' button to tap and no signature will be required.


How to change the agreement logo

The logo that appears in the top right corner of the visitor agreement can be set via the 'Settings' > 'Branding' view of the SwipedOn web dashboard.

Upload a logo, or assign an uploaded logo to the visitor agreement, please find our support article here for further information.


How to download the visitor agreement?

  • Navigate to the 'Visitors' > 'Visits' view of the SwipedOn web dashboard.

  • Click on a visitor name and then click on the 'Download Agreement' button.


Can my visitors get a copy of their signed visitor agreement?

Yes, they can. During registration, visitors can choose to have the agreement emailed to them by enabling this option and entering an email address.


*SwipedOn does not collect nor use your visitors' email addresses entered for this purpose.


Related support articles:

*Our support team is available 24x5 via the live chat bubble or support@swipedon.com for any questions or support you may require.

Did this answer your question?