Configure PDF Documents in Guest
Use your organization's standard paperwork as part of the check-in process
PDF Documents in Guest let organizations present signed agreements and other paperwork to visitors. Documents can be maintained both at the Guest site level and organization-wide.
Create a PDF Document
In Verkada Command, go to All Products > Workplace > Guest.
On the left navigation, click Guest Settings.
Under Organization > Documents, click Manage Documents.
In the top right, click Add Document.
Select Add Global Document to create a Guest type for all sites.
Select Add Site Document and select a site to create a guest type for an individual site.
Select Custom PDF.
Enter a unique name.
Click Save and Continue.
Upload a PDF and configure fields.
Upload the desired PDF document. To add fillable fields to the document, click Add field. Standard fields include:
Signature
Date
Guest name
Guest contact information
Host name
Site name
Company name (Organization's company name)
Site Address
Purpose of Visit
(Optional) Add a Smart Field to collect additional information from visitors and include it in the document.
Click Add Field, then select New Open Response or New Multiple Choice.
In the Smart Fields panel on the right, click the Smart Field to assign it an internal name and write the question you want to ask the visitor.
(Optional) Translate the document as needed.
Custom PDF Documents can be translated into all supported check-in languages.
Click Save and Close.
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