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FacilityOS > VisitorOS > NDAs and Legal Documents

Visitor NDAs and Legal Document Management

Easily manage compliance and safety requirements by having visitors complete and sign NDAs or other legal documents on sign-in with VisitorOS. Customize document workflows for each type of visitor, ensuring your guests meet all requirements before entering. Streamline the process and provide peace of mind for both visitors and staff.

Visitor management system interface for managing NDAs and legal documents
Visitor guidelines induction step in a visitor management system

Customizable Document Workflows for Every Visitor

VisitorOS allows you to tailor document requirements to each visitor type. From signing NDAs to acknowledging other legal documents, you can ensure that all necessary paperwork is handled accurately and on time.

Pre-Registration and Instant Notifications

Ensure Timely Document Completion

Keep documents up to date with configurable document cadences, such as requiring re-acknowledgment every six months. This ensures everyone stays aligned with current safety and compliance standards, meeting your facility’s requirements.

Pre-Registration and Instant Notifications

Simplify Audits with Digital Document Storage

With VisitorOS, all completed visitor documents are securely stored and attached to each visitor’s log, making audits easy and organized. You’ll have all documentation ready at your fingertips, saving time and enhancing compliance.

Pre-Registration and Instant Notifications

Configurable Document Retention and Purging

With robust document retention and purging capabilities, you can automate document purging ensuring they are only stored for the necessary time period. This helps maintain compliance with privacy regulations and data protection standards.

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How Document Signing Works

VisitorOS makes compliance and safety documentation simple for both administrators and visitors.

Customize Document Requirements by Visitor Type

STEP 1

Customize Document Requirements by Visitor Type

Configure what documents are required for different visitor types, creating tailored workflows for each category. 


Document Completion

STEP 2

Document Completion

When visitors check-in to VisitorOS, they are prompted to complete the necessary documents.


Document Purging for Data Compliance 

STEP 3

Document Purging for Data Compliance 

Once documents are completed, they are securely stored within each visitor’s log, providing instant access for future reference or audits. 

Documents Saved to Visitor Log

STEP 

Documents Saved to Visitor Log

Easily configure a workflow to automatically remove documents from the system after they're no longer needed, ensuring your facility maintains the highest data retention and protection standards.


Who Benefits from Document Signing?

Document signing is designed to support teams by streamlining compliance and enhancing security. 

Administrators/Receptionists

Administrators

With all documents stored digitally and organized by visitor type, administrators save time on audits and compliance checks. Configurable workflows help ensure each visitor meets all facility requirements with minimal manual work. 

EHS Managers

EHS Managers

EHS managers can confidently ensure that visitors are trained on safety and emergency protocols before entering high-risk areas. The configurable cadence feature also supports regular compliance renewals, promoting a safer facility environment. 

What Can VisitorOS Do For You?

Request a demo to see how VisitorOS can delivery immediate results for your organization.