How to download the Digital visitor logbook and access the signed NDA?

Need to know who was in your space, when and why? Greetly keeps a digital visitor/employee logbook of everyone who checks into your workspace using your visitor management system.

Need to know who was in your space, when and why? Greetly keeps a digital visitor logbook of everyone who checks into your workspace using your visitor management system. You can access the cloud-based visitor logbook from any web-enabled device. 

Want to port your digital visitor log into another app? One option is to download your guests' information into an PDF or CSV file. You can do this in seconds following these steps:

Step 1: Log into the Greely web-based admin
Step 2: In the navigation bar, select "Visitor Log"
Step 3: On this screen, you can search, sort and/or filter your results to display exactly the information you need by selecting the "Show filter" button

 

Screen Shot 2021-06-24 at 4.42.21 PM

Step 4: Filter the information you need in this section and click on the "Green check"

PLEASE NOTE: Visitor Log Query and Export is now limited to 2000 rows.  This is to prevent run-away exports that caused application instability and memory issues.  You can use filters to limit the dates to fit within your 2000 limit for high volume queries.

 

 

 

Step 5: Click "Export" and then select CSV or PDF 

*If you created custom questions for your visitors to answer during check in and want that information included in the export check the "Include All Custom Fields in Export (applies to PDF Only)" box before selecting the "PDF" export

 

And you're done!


Do you need to download your visitors signed NDA?

Follow these simple steps:

Click on: Visitors Log > Click on the visitors name you would like to view > click on the "signed agreement" and download the file

 

 

Done!