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Visitor Management: Signed Documents

This guide will help Admins when they are setting up the documents that guests will be signing for entry as a visitor

Kelley Pembroke avatar
Written by Kelley Pembroke
Updated over 2 weeks ago

Downloading Visitor Signed Documents

To upload documents and email them to guests

Uploading Legal Documents for Visitors

  1. Navigate to the “Company Admin” dropdown (top right corner).

  2. Select “Settings”.

  3. Click on the “Visitor Management” tab.

Under the “Documents” section, click Upload to add NDAs or other legal forms.

Adding Dynamic Fields to Documents

When uploading a document, Admins can add dynamic tags to customize and capture required guest information. Tags include:

  • {{Signature}} – Guest signature

  • {{Signature Date}} – Date of signature

  • {{Name}} – Guest name

⚠️ Note: At least one {{Signature}} tag is required for the document to be used.

Associating Documents with Specific Office Locations

  1. Go to the “Forms” tab in Visitor Management.

  2. Click the three dots (⋮) next to the relevant form and select “Edit”.

  3. Scroll to “Add your required legal documents” and choose from the dropdown list of uploaded/tagged documents.

Only documents that include at least one tag will be available for selection.

Automatically Emailing Signed Documents

To receive signed documents via email:

  1. In the “Settings” tab under Visitor Management, locate the toggle:
    “Email all visitor signed documents”

  2. Turn it ON and enter the email address where signed PDFs should be sent.

Managing Documents

Admins can also:

  • Rename or Delete documents at any time from the Documents tab

  • Continue using previously selected documents in forms—even if the document has been edited (as long as tags are intact)

📄 Signed PDFs will only be generated after a document is properly tagged.

FAQ and Key Notes

  • Visitor Management is divided into three tabs:
    Forms, Settings, and Documents

  • Only tagged documents can be added to visit forms

  • Multiple tags of each type can be added

  • Signed PDFs are generated only when required tags are in place

Still Have Questions? Please reach out to us at support@gable.to

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