Beacon: Adding Documents

Add custom documents when sharing your security profile with your customers in Beacon. Add a document once and use it as many times as you’d like.

To add your documents:

1. Ensure the Share Document functionality is enabled when sharing your security profile.

   You may have previously selected to include your additional documents by default so the toggle button will already be activated. Otherwise, you may selectively share or not.

2. Select Create Document at the top-right of the Settings page.
3. Write your document in the rich text editor.

   Rich text formatting makes it easier for you to create and edit documents than the HTML option. Documents are easier to read.

4. Once created, use the Add form fields toggle at the bottom of your document to require input from your customer.
5. Select the + Add button to add form fields and specify whether or not they are required.
6. Select Submit.

Once submitted, take a look at your finished document. Use the audit trail to check who signed your documents and see when it was signed. Additionally, you will also be able to:

• Edit the document.
• Delete the document.
• Select to enable by default requires this documentation to be shared with any new customer.