How to configure your documents?

Discover how to add documents that you can include to your visitor invites, allowing visitors to sign them electronically.

1. How to add a new document?

1. Navigate to Visitors and click Documents
2. Click Add document
3. Fill out the document details
4. Set if the document requires signing
5. Set if returning visitors need to re-sign the document
6. Click Save.
  
In case you need any assistance, reach out to support@getjoan.com.