Record keeping for legal documents


  • Visitor Management

After a guest has agreed to a legal document, we send an email confirmation with a PDF certificate to the designated email address for your records. The designated email address can be found under that document's settings.  We record the following information:

  • Document name & version

  • Guest's name

  • When the guest agreed

  • Visit date

  • Type of device used; arrival display or guest's own device (e.g., mobile phone)

Guests also have the option to send themselves a copy of the document via email for their own records at the time of agreement.


For a log of all the necessary information about guests visiting the office, check out the visitor log guide here.

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