Adding document signature files
Account owners and admins can enable or disable a document for visitors’ signatures to be included in the invitation. The admin must connect a DocuSign account in Account Settings for Visitor Management. At any level, admins can upload a document to include within the invitation for signature.
Your organization's documents will be displayed when the visitor registers for the invitation.
This article covers:
Prerequisites for adding document signature files
- Pro, Business, Education, or Enterprise account
- Account owner or admin privileges
- Visitor Management license
How to configure document signature files
Account level
- Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
- In the navigation menu, click Workspaces Management then Visitor Management.
- In the location directory navigation menu, click All Locations.
- At the top of the page, click Account Settings.
- Click the Invitation Settings tab.
- Under Documentation, click the Document Signature File toggle to enable or disable it.
- If a verification dialog displays, click Enable or Disable to verify the change.
You will be directed to sign into your DocuSign account. - Follow the prompts to connect your DocuSign account with your Zoom account.
Note: You can unlink your DocuSign and Zoom accounts at any time. - Under Documentation Signature File, add a document signature file:
- Click + Select Files, then upload a PDF file.
- Click Save.
The uploaded document will be included in the invitation for signature.
- (Optional) To prevent all users in your account from changing this setting, click the lock icon .
Location level
- Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
- In the navigation menu, click Workspaces Management then Visitor Management.
- Use location hierarchy to access the hierarchy level you want to enable this setting for (country/region, state, city, campus, building, or floor).
- Click Settings for that location (Country/Region Settings, State Settings, City Settings, Campus Settings, Building Settings, or Floor Settings) to enable it for the location.
- Click the Invitation Settings tab.
- Under Documentation, click the Document Signature File toggle to enable or disable it.
- If a verification dialog displays, click Enable or Disable to verify the change.
- Add a document signature file:
- Click + Select Files, then upload a PDF file.
- Click Save.
The uploaded document will be included in the invitation for signature.
- (Optional) To prevent all users in your account from changing this setting, click the lock icon .
How to view a file
- Add a document signature file at the account or location level.
- Under Documentation Signature File, click the name of the file you want to view.
The file will open.
How to delete a file
- Add a document signature file at the account or location level.
- Under Documentation Signature File, hover your mouse over the file you want to delete and click the icon.
- Click Save.