Envoy

With Envoy Visitors, you can prompt visitors to electronically sign a legal document when they sign in. Learn how it works below!

About Legal Document Signing

This article outlines setting up and configuring your legal documents, such as NDAs or safety waivers.

Setting up legal document signing

This article outlines how to set up and configure the different ways you can store signed legal documents.

Setting up legal document storage

Learn how to create compliance-ready assessments for your visitors to take.

Visitor Assessments

Learn how to upload required documents to visitor records.

Uploading Documents on Behalf of Visitors

Using and storing your Legal Documents with Envoy

Legal Documents and Assessments

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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