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Creation of a visit incl. forms from the visitor portal
These instructions explain how to make a pre-registration by the employee with selection of forms for a visit.

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The creation of the pre-registration for this purpose works identically in the reception and in the intranet.

Our example shows the pre-registration in reception.

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Creating a new visit (as a pre-registration) for the Visitor Portal is no different from a regular pre-registration.

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In the following step you have the possibility to select file attachments for the e-mail to the visitor. The attachment can be downloaded and checked by the employee before sending.

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The last step is the selection of the forms to be sent to the visitor. These forms are lined up in the visitor portal. The visitor must confirm the processing or viewing of the forms with a signature when closing the Visitor Portal.

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