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:

Notes:

  • To export your visitor's log, click on CSV or PDF, and the file will automatically get emailed to you.
  • If you are an employee downloading your visitor's log, you will ONLY be able to see a list of visitors that checked in to see you.

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

 

 

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

PLEASE NOTE: For Large queries, If you wish to export ALL fields, please click the drop down and select ALL fields.

 

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Step 5: To export your visitor's log, click on CSV or PDF and the file will automatically get emailed to you

*If you created custom questions for your visitors to answer during check in and want that information included in the export, Click on "CSV". This will include all custom fields in your export (applies to CSV Only)". If you don't want to include custom questions, select PDF.

 

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!