Setting up legal document storage
This article outlines how to set up and configure the different ways you can store signed legal documents.
If you have multiple visitor types, you’ll configure these settings per visitor type.
File sharing integrations
When you connect Visitors with a file sharing integration, your signed legal documents get filed automatically. Learn more about our legal document integrations:
Email signed legal documents
You can also opt to send all signed legal documents directly to a specified email address. It’s best to choose a general address like [email protected] rather than an employee’s email address.
How to enable ‘email signed legal documents’
- Go to Visitors > Settings > Sign-in flow.
- Select the visitor type you wish to edit.
- Select legal documents from the top navigation.
- Locate the legal document for which you wish to set up ‘email signed legal document’. Click “Edit.”
- Enable “email signed document”. Enter the preferred email address where signed documents will be sent.
- Click “Save”.