Purpose:

To guide users on how to upload documents to the iLobby portal. Users can upload a variety of documents they would like visitors to acknowledge during the sign-in flow. Some of these documents may include: safety videos, visitor guidelines, contractor agreements, etc. This can be used as a beneficial tool to ensure that visitors comply to the regulations at a particular site. 

Who:

This guide is intended for Account and Site Administrators 

Uploading Documents to the Portal (Using Original Portal)

To upload documents into the iLobby portal using the original version of the VisitorOS Portal, please:

1.  Login to iLobby

2. Click , then Documents

3.  Select New Document

4. If you are uploading a document, select New PDF Document -> If you are adding a video, select New Video

5. Fill out the following information:

• The title of the document / video
• The type of visitor the document / video will apply to
• Languages the document / video should apply to
• If a signature is required [option only for documents, not videos]
• If visitors are able to opt-out of signing this document / video
• If you would like the document to be discarded after their visit [option only for documents, not videos]
• If you would like the document / video to display at pre-registration [ If advanced Pre-Registration is part of your package]
• If you would like the document / video  to display every visit, or if the document will expire after a certain amount of time and the visitor will need to re-acknowledge it 
• Which site(s) the document / video will apply to

6. Select Save 

7. Once saved, select Browse -> Choose correct file -> Select Save 

Uploading Documents to the Portal (Using New Portal)

To upload a document to the new iLobby VisitorOS Portal, please follow these steps:

• In VisitorOS, select Manage from the left-hand navigation menu, then select Documents, or navigate directly to https://visitoros.goilobby.com/manage/documents
  
  
• Click to open the document settings menu.
  
  
• Select your document type:
  • Choose New Document for a generic document
  • Choose New PDF Document to upload a PDF
  • Choose New Video to upload a video that visitors must watch.
    
    
• Under Document Details, please fill in the following:
  • The Document title of the document / video
  • The Document text that will be shown on the kiosk screen to explain the purpose of the document to visitors
  • A revision date if the visitor needs to review the document again after a certain period. Otherwise, leave this blank,
  • Use Custom Checkboxes to add visitor input fields, such as a checklist or a yes/no questionnaire.

• Under Document Configuration, please fill in the following:
  • Assign to Sites - select the sites that this document will be visible at, or click All Sites to include the document during visitor sign in at all sites.
  • Visitor Type - select the visitor types that will see this document during sign-in.
  • Document Flow Type - select which flows (i.e. sign-in, sign-out, pre-registration, etc) the document will be a component of.
  • Languages - select the language(s) in which the document will be displayed
  • Signature - select if this document must be signed by visitors.
  • Opt-Out - select if visitors are able to opt-out of signing this document.
• Under Document Expiration, please fill in the following:
  
  • Discard Document After Visit - when toggled on, responses to the document will not be stored once the visit is completed.
  • Expiration - select whether this document is valid only for a certain visit (show every time), or whether it has a specific expiration date.