How to configure Registration Site Document to be sent automatically with emails.

How to configure Registration Site Document to be sent automatically with emails.

Steps:

1. Log into the OCR EASE Application as an Administrator.

2. Click "Tools" Icon

3. Click (+) System

4. Click this "Visitor Registration Site Documents"

5. Click "Add Documents"

6. Set the SBU Code to the desired value. *If the document applies to a specific Site within that SBU, please define the Site accordingly.

7. Click "Email Type"

8. Click "Visitor Registration Invite" if you want the attached document to be sent with the Visitor Invitation Email.

9. Click "File Attach" to browse your network or local PC and Attach the file.

10. Click "Submit" after locating the desired attachment.

11. Enter a "Description" (optional).

12. Click "Save & Return"




    • Related Articles

    • How to Configure Visitor Registration Acknowledgment Language

      This guide provides step-by-step instructions on how to configure the text or language presented to the visitor when they access the visitor registration site. It is helpful for those looking to configure text associated to privacy policies or how ...
    • How to Configure Policy & Kiosk Documents for a Site

      This guide provides step-by-step instructions on configuring what policy content or kiosk documents are presented to the visitor when accessing the registration site, sign-in location, or iPad Kiosk. Steps: 1. Log into OCR EASE as a Corporate or ...
    • How to Assign Site(s) to Users

      Steps: 1. Click the Tools Icon 2. Click (+) User 3. Click Create/View User 4. Use the First Name and Last Name fields and Click the Search button to filter Users. 5. On the List User Profiles screen, Click the User ID to edit. 6. Scroll to the Bottom ...
    • How to Upload Policy & Kiosk Documents

      This guide provides step-by-step instructions on uploading the policy content or documents presented to the visitor when accessing the registration site, sign-in location, or iPad Kiosk. Steps: 1. Log into OCR EASE as a Corporate or System Admin. 2. ...
    • How to Configure Email Messages

      This article outlines the steps required for an Administrator to configure visitor management emails. Use this article to modify or add content to existing communication within the overall visitor management process. Steps: 1. Log into OCR EASE as a ...