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:

• How to configure document signature files
  • Account level
  • Location level
• How to view a file
• How to delete a file

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

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Workspaces Management then Visitor Management.
3. In the location directory navigation menu, click All Locations.
4. At the top of the page, click Account Settings.
5. Click the Invitation Settings tab.
6. Under Documentation, click the Document Signature File toggle to enable or disable it.
7. If a verification dialog displays, click Enable or Disable to verify the change.
   You will be directed to sign into your DocuSign account.
8. Follow the prompts to connect your DocuSign account with your Zoom account.
   Note: You can unlink your DocuSign and Zoom accounts at any time.
9. Under Documentation Signature File, add a document signature file:
   1. Click + Select Files, then upload a PDF file.
   2. Click Save.
      The uploaded document will be included in the invitation for signature.
10. (Optional) To prevent all users in your account from changing this setting, click the lock icon .

Location level

1. Sign in to the Zoom web portal as an admin with the privilege to edit account settings.
2. In the navigation menu, click Workspaces Management then Visitor Management.
3. Use location hierarchy to access the hierarchy level you want to enable this setting for (country/region, state, city, campus, building, or floor).
4. 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.
5. Click the Invitation Settings tab.
6. Under Documentation, click the Document Signature File toggle to enable or disable it.
7. If a verification dialog displays, click Enable or Disable to verify the change.
8. Add a document signature file:
   1. Click + Select Files, then upload a PDF file.
   2. Click Save.
      The uploaded document will be included in the invitation for signature.
9. (Optional) To prevent all users in your account from changing this setting, click the lock icon .

How to view a file

1. Add a document signature file at the account or location level.
2. Under Documentation Signature File, click the name of the file you want to view.
   The file will open.

How to delete a file

1. Add a document signature file at the account or location level.
2. Under Documentation Signature File, hover your mouse over the file you want to delete and click the  icon.
3. Click Save.