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 

To upload a document to the 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.