Agreements and Forms

In this section of settings, you can upload (on different tabs):

• PDF agreements/video instructions for the visitor to sign/accept

• HTML forms/questionnaires for the visitor to fill out.

For each document, you can:

• Specify the validity period in days for the agreement signature/filled-out form.

• Provide versions in different languages.

• Require the agreement to be accepted/form to be filled out at each visit (select the checkbox) or keep the previously received one from a visitor valid.

You can then assign these documents to the Agreement or Form screens in your configured workflow, respectively.