Document uploaded by the visitor via Visitor Web App
The document can also be uploaded using the Visitor Web App. In this scenario, the guests need to be invited to a visit and the email triggered to them will permit the access to the application.
1. Visitor details
After a visit is created in the system, the visitor is notified about the activity with the meeting details and has the option to confirm or decline.
If the visitor declines, the visit is canceled.
If the visitor confirms their presence, the Visitor Web App will open and in this will enable many actions for the user, such as: review and accept NDA, answer the survey and also upload relevant documents.
2. Visitor Web App
The Visitor Web App provides information about the meeting for the user and one of the fields allows to upload document. It can be done using the app before the check-in of the visitor. If the visitor needs to provide any documentation to complete the visit, it can be done in advance through the app.
Before choosing the file to upload it, the user needs to choose the type of doc: Passport, Drivers License, Covid Passport or Work ID.
When the visitor chooses the file and document type, the "upload" button is able to be clicked and once it is done, a pop-up box message advising about the managing of the data is displayed.
It warns the visitor that the document will be kept on file for three years and the user can have access by contacting TDS, in respect with GDPR regulations.
3. Document uploaded
The user uploads the document, agrees with the regulation and after that the file is already saved in the system. The document is uploaded successfully and is automatically displayed in the Document Manager Portlet.
Important to mention that when the document is uploaded via the Visitor Web App there is no option to notify the recipient and the restrict view is already selected by default.