Sign In Enterprise allows you to upload a document for a guest to view/sign on the Kiosk or Registration Portal through our in-app GuestSign feature.
This article walks through how to upload, prep, and access your documents.
Related Content
Alternatively, you can also use the HTML Page to display information rather than uploading a PDF. Learn more about this page HERE.
If you wish to use our DocuSign integration instead, check out our knowledge article HERE.
The sections below include
Uploading the Document as a Template
First, save your document as a PDF file that can be accessed from your computer.
Then, click the Documents icon in the left navigation bar. Click Create document in the top-right corner to start from scratch or click on the name of any existing document to edit it.
Customizing the Template
Once your PDF has been uploaded, you can drag and drop three field types, along the top menu bar, into the document:
Signature: Area where visitor can sign on the iPad or digitally sign on the registration portal.
Initials: Area where visitor can initial on the iPad or digitally sign on the registration portal.
Tokens: Area where information is digitally placed on the document, drawing from information previously captured in the sign-in flow.
To edit the properties of your signature and initial fields, click its icon after adding it to your document. You can then change its colour settings and whether or not it's a required field.
Document Tokens
Tokens allow Sign In Enterprise to draw from previous answers or other relevant data from the sign-in flow and digitally stamp it onto your document. Visitors are not able to answer questions from within the document itself, so the questions must be asked beforehand, typically through an About You Page, Host Selection Page, and Form Page.
To include tokens, you must enter SIE's exact token name (case sensitive) for a specific data field into the token editor. First, drag the Text token into your document. Then, click the token box to open its settings.
The list of default token names you can type into the Token Name field include:
fullname
firstname
lastname
company
date
hosts
mobilePhone
Additionally, you are able to use the name of any custom Form Page question as a token. This allows you to ask a custom question, not included within the basic tokens, and capture it on your document. For more information on asking custom questions through the Form Page, check out our knowledge article HERE.
Add the Template to your Experience
Now that you have uploaded and customized your template, add a Guest Sign page into your Experience Editor. If you're not already familiar with how to build an Experience, check out THIS knowledge article.
Select your document from the Document picklist and edit its settings through the Guest Sign Page editor. You can choose to have the document Skip if previously signed by a visitor. Additionally, you can set a Document Expiry Duration so that the same visitor must re-sign it after a certain timeframe.
By default, the Guest Sign page on the Kiosk will display a Next button that visitors can tap to skip directly to the next action on the document. If you'd like to remove this button, click Disable next button on the Guest Sign Page editor.
To Add Google Drive for completed documents, check out our knowledge article HERE.
Now that we have everything set up on the back end, see how it looks on the iPad.
Accessing your documents
After a guest has signed their document, you can access it through these main methods:
Click the PDF link included within a visitor's Guestbook or pre-registration record.
Send the documents to an integrated Google Drive account.
Send it as an attachment in an email template.
