Document Management
Updated over a week ago

This article will explain the 'Documents' section on the e-Reception Book dashboard and how to use the different features. Read this article to learn more about managing, editing, and creating documents on the dashboard.


What Are Documents?

'Documents' is a feature on the e-Reception Book dashboard for managing all of your important files and PDFs. You can set up documents to request signatures from visitors, edit existing documents and create new documents in this section.


Documents Overview

When you click on 'Documents' in the dashboard, you'll see an overview list of all the documents you've uploaded or created. The list starts with the most recently added documents.

To keep things organised or access important documents easily, you can mark them as favourites. This action moves them to a special list for quick access. Simply click on 'Favourites' to view and access your preferred documents.


How to Add a Document

Follow the steps below to learn how you can add a document from your computer:


How to Edit a Document

Follow the steps below to learn how you can edit an existing document:


How to Create a Custom Document

On the 'Documents' section of the e-Reception Book dashboard, you have the option to create a document from scratch if you do not have one to upload or want to create something new. Below is a guide on how you can create a document:


Documents on the e-Reception Book App

This is how the different documents will appear in the e-Reception Book app when a visitor signs, accepts, or has to acknowledge a document before continuing to sign in:

Continue:

Accept:

Sign:


How to View a Signed Document

When a visitor checks in you can view the signed document on the dashboard under their check-in details. Follow the guide below to view the document:


How to Update Documents to a Visitor Category


Follow these steps below to learn how you can add or create documents for visitors to sign, accept or acknowledge when they sign into the iPad in your workplace:


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Additional Support

If you have any immediate questions, please use our Live Chat on the bottom right-hand side of the page.

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