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:
On the dashboard, navigate to Configuration > Documents
Click the orange + icon in the top right corner
Enter Document details, category and action
Select Upload a file and upload your chosen document
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:
On the dashboard, navigate to Configuration > Documents
Click the orange + icon in the top right corner
Enter Document details, category and action
Click Create a Document to produce your custom document
Click Save
How to Edit a Document
To edit a document, follow the steps below:
On the dashboard, navigate to Configuration > Documents
Click on the document you would like to edit
Select Edit on the right hand side
Make your changes
Click Save
How to View Signed Documents
To view a signed document from a visitor, follow the below steps:
On the dashboard, navigate to the Home page
Select the visitor record you would like to view the document for
Click the Documents tab on the right hand side
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:
On on the dashboard, navigate to Configuration > Categories
Select your chosen category
Select Documents
Click the orange + icon
Click Attach on your chosen document
Click Save
