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Agreements Export

How do I export signed NDAs and other legal documents from my Agreements Vault?

Rain Hyneman avatar
Written by Rain Hyneman
Updated today

When visitors check in, you may have them sign or opt into Agreements, such as NDAs. It's easy to download these agreements for your records!

Manual Export

After signing into your account, select Agreements on the left. You'll see a brief display of each legal agreement associated with your account and signed by visitors.ย 

An image of the Agreements page.

Under the Actions column on the right, you can view your agreement in its current form and edit or delete it.ย 

Click the green number under the Visitors column to see each signed agreement. You can view or export a PDF version of your visitors' agreements here.

A list of test check-ins that signed the agreement. The date they signed is included, as well as options to download an HTML and PDF copy.

Automatic Exports

You can also automate agreement exports to either Google Drive or Dropbox! Click on those links for articles that walk you through how. These automated exports are also the only way to download Agreements in bulk.

Have questions or want to chat through options? Click on that orange chat button in the lower right corner to livechat with a member of The Receptionist team!

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