Account owners and admins can enable or disable a document agreement for Visitor Management. You can upload a PDF or enter text to display in your invitation. Up to 5 document agreements are supported per invitation.

Note: This feature is only for uploading documents on Visitor Management.

This article covers:

• How to manage Visitor Management document agreements
  • Add a document agreement
  • Edit the document agreement
  • Delete the document agreement

Prerequisites for managing Visitor Management document agreements

• Pro, Business, Education, or Enterprise account
• Account owner or admin privileges
• Visitor Management license

How to manage Visitor Management document agreements

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.
   You can also click Account Settings to change the setting for the entire account.
5. Under Documentation, click the Document Agreement toggle to enable or disable it.
6. If a verification dialog displays, click Enable or Disable to verify the change.
   You will be directed to the Add Document page.
7. On the Add Document page, complete the following information:
   • Document Name: Enter the document agreement name.
   • (Optional) Description (Optional): Enter the agreement description.
   • Context: Select if you want to upload a file or enter text for the document agreement.
     • File Upload: Click Upload to upload a PDF file.
       Note: The maximum file size is 10MB. The supported file type is PDF.
     • Text Input: Enter the document agreement content.
       Note: The maximum character limit is 1000 characters.
   • Agreement Configuration: Select from the following options:
     • Checkbox: Customize the checkbox that will appear on the agreement document.
     • None
8. Click Add.
   The document agreement will appear on the Zoom web portal.
9. (Optional) To prevent all users in your account from changing this setting, click the lock icon .

Add a document agreement

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.
   You can also click Account Settings to change the setting for the entire account.
5. Under Documentation, under the Document Agreement setting, click + Add Document.
   You will be directed to the document agreement creation flow.
6. Complete information for the document agreement.
7. Click Add.
   The document agreement will appear on the Zoom web portal.

Edit the document agreement

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.
   You can also click Account Settings to change the setting for the entire account.
5. Under Documentation, under the Document Agreement setting, find the document agreement that you want to edit.
6. To the right of the document agreement, click the pencil icon .
   You will be directed to the document agreement editing page.
7. Edit the document agreement.
8. Click Save.

Delete the document agreement

1. Edit a document agreement that you want to delete.
2. At the bottom of the document agreement editing page, click Delete.