📍 Step 1 — Upload Legal Documents
Before creating visitor forms, upload any documents that need to be signed during check-in (e.g., NDA, waiver, consent form).
Navigate to Visitor Management → Documents
Click Upload Document and choose your PDF
Tag fields on the PDF such as:
Signature field
Date field
Name field
🔁 If you place a tag in the wrong spot, you must delete it and reinsert it — tags cannot be repositioned.
Click Save Changes when finished
You can rename, edit, or delete documents at anytime
🧾 Step 2 — Create a New Visitor Form
Once documents are uploaded, go back to Visitor Management → Forms and select Create Visit Form.
You’ll define:
Field | Description |
Applicable Offices | Use form for all offices or specific locations |
Visit Types | Example: Interview, Event, Vendor Visit |
Sign-in Fields | Select what’s required (e.g., photo, company name, email) |
Legal Documents | Attach documents uploaded in the previous step |
🧩 Step 3 — Default Form (Fallback Form)
If a visitor type doesn’t have a custom form, Gable will automatically use your Default Form.
You can edit this anytime and configure:
Required sign-in fields
Legal documents to attach (e.g., NDA for all visitors)
📽️ Video Walkthrough
❓ Need Help?
We’re happy to assist!
📩 support@gable.to