Editing the forms from the visitors' point of view.
This guide explains how the visit receives the forms and can process them.
If the visit was created via pre-registration, the visitor receives an e-mail with all relevant data about the visit, as well as a link and a PIN for his visitor forms.
This e-mail template can be modified at any time in the administration to suit your needet structures.
The visitor now has the possibility to log-in to the visitor portal by using the attached link in the e-mail.
Alternative entry point:
If the visitor portal was not opened via the link in the e-mail, the visitor must enter the provided PIN and the visitor's last name for authentication at this point at the latest.
This alternative login is skipped when using the portal link from the email.
The first form gives an overview and a first verification for the visitor with the current data about the visit, such as location, date, time or even compact information about the employee being visited.
The view for the visitor data primarily displays all entered data from the pre-registration.
Once the visitor data has been viewed and confirmed with 'Next', all individually created forms will now follow. You can create and customize these forms in the administration. You can create complex forms.
In addition to normal headline, text, photo and video elements, you can also use text input fields, checkboxes, radio buttons and other elements. You can also define these elements as mandatory fields or link them to other elements (create dependency to other fields/options).
Once all forms have been completed, the visitor must sign the forms. The additional forms that have been completed for this visit are listed again in an overview.
The process is finished with a final page. If configured, from this point an automatic e-mail can be sent to the responsible employee, as well as there is an e-mail template which is sent to the visitor.
