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Documents

Learn about the different ways to add, create and edit documents.

Updated yesterday

Overview

The Document Management feature allows organisations to securely collect, store, and manage visitor-related documents, such as NDAs, health declarations, or safety briefings. Documents can be completed on arrival, ensuring all necessary paperwork is in place before access is granted. This streamlines compliance processes, reduces paperwork, and improves the overall visitor experience.

Depending on the type of document, visitors will encounter one of the following actions before they can proceed:

Continue - Visitors can read the document and tap 'Continue' to move forward with their check-in.

Accept - Visitors must read the document and tap 'Accept' to proceed with their check-in.

Sign - Visitors are required to read the document and provide a signature at the bottom before continuing with their check-in.


How to Add a Document

To add a document, follow the steps below:

  1. On the dashboard, navigate to Configuration > Documents

  2. Click the orange + icon in the top right corner

  3. Enter Document details, category and action

  4. Select Upload a file and upload your chosen document

  5. Click Save

Please note: All documents must be submitted in PDF format in order to be accepted by the system.


How to Create a Custom Document

As part of the 'Documents' feature on Custr, you can create a new document if you do not have one to upload or want to create one manually.

To create a custom document, follow the steps below:

  1. On the dashboard, navigate to Configuration > Documents

  2. Click the orange + icon in the top right corner

  3. Enter Document details, category and action

  4. Click Create a Document to produce your custom document

  5. Click Save


How to Edit a Document

To edit a document, follow the steps below:

  1. On the dashboard, navigate to Configuration > Documents

  2. Click on the document you would like to edit

  3. Select Edit on the right hand side

  4. Make your changes

  5. Click Save


How to View Signed Documents

To view a signed document from a visitor, follow the below steps:

  1. On the dashboard, navigate to the Home page

  2. Select the visitor record you would like to view the document for

  3. Click the Documents tab on the right hand side

  4. Click the grey arrow to the right of the document and select View Document


How to Assign a Document to a Visitor Category

The assign a document to a category, follow the steps below:

  1. On on the dashboard, navigate to Configuration > Categories

  2. Select your chosen category

  3. Select Documents

  4. Click the orange + icon

  5. Click Attach on your chosen document

  6. Click Save

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