---
title: How do I use agreements in VeriScan Cloud?
description: Agreements allow you to display an agreement to visitors at the time of scanning. The signed agreement is attached as a PDF to the visitor's scan record. This feature requires an Enterprise subscription plan and is compatible with VeriScan for iOS, Android, and Windows.
---

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# How do I use agreements in VeriScan Cloud?

## Agreements allow you to display a consent form or waiver to visitors at the time of scanning. The signed agreement is attached as a PDF to the visitor's scan record. This feature requires an Enterprise subscription plan and is compatible with VeriScan for iOS, Android, and Windows.

**In this article:**

- [Overview](https://support.idscan.net/veriscan/agreements#Overview)
- [Setting Up Agreements](https://support.idscan.net/veriscan/agreements#setting)
- [Configuring How Agreements Are Displayed](https://support.idscan.net/veriscan/agreements#configuring)
- [Common Configurations and Scenarios](https://support.idscan.net/veriscan/agreements#common-configs)
- [Toggle Reference](https://support.idscan.net/veriscan/agreements#toggle-reference)
- [Signing Agreements by Platform](https://support.idscan.net/veriscan/agreements#signing-agreements-by-platform)
- [Common Use Cases by Industry](https://support.idscan.net/veriscan/agreements#common-use-cases)
- [Requirements](https://support.idscan.net/veriscan/agreements#requirements)

---

### **Overview**

Your VeriScan Cloud account supports two agreement types, both configured from **Settings \> Agreements**:

- **Agreement text** — The standard agreement shown to visitors based on the toggle setting described below.
- **Group Agreement** — A separate agreement exclusively for visitors assigned to a group. It is never shown to unassigned visitors, regardless of toggle state.

For either agreement to appear, **Local Settings \> Printing \> Agreements** must be set to **Show agreements automatically** or **Open agreements using a button**. The default is **Do not use agreements**, which disables both agreements entirely.

---

### **Setting Up Agreements**

#### **Agreement Text (Standard Agreement)**

Enter your agreement content in the left panel. The toggle **"Show this agreement for visitors assigned to a group"** controls whether group-assigned visitors also receive this agreement:

- **Toggle ON** — The standard agreement is shown to **all visitors**, whether or not they are assigned to a group.
- **Toggle OFF** — The standard agreement is shown **only to visitors who are not assigned to a group**. Group members skip it entirely.

#### **Group Agreement**

Enter the Group Agreement content in the right panel. The toggle **"Show this agreement for visitors assigned to a group"** controls whether it appears at all:

- **Toggle ON** — The Group Agreement is shown to visitors **assigned to a group** only. Unassigned visitors never see it.
- **Toggle OFF** — The Group Agreement is **not shown to anyone**.

#### **Dynamic Placeholders**

Both agreements support the same placeholders, which are automatically populated from the visitor's scanned ID:

| **Placeholder** | **Description** |
| --- | --- |
| \[Full Name\] | Visitor's full name |
| \[Address\] | Street address |
| \[City\] | City |
| \[State\] | State |
| \[ZIP\] | ZIP code |
| \[DOB\] | Date of birth |
| \[ID#\] | ID number |
| \[ScanDateTime\] | Date and time of the scan |

Click **Save** after editing either agreement to apply your changes.

---

### **Configuring How Agreements Are Displayed**

Agreement display behavior is set per-profile in **Settings \> Local Settings \> Printing** under the **Agreements** section.

- **Do not use agreements** *(default)* — Agreements are fully disabled. No agreement will appear after a scan regardless of toggle settings on the Agreements page.
- **Show agreements automatically** — The applicable agreement(s) appear automatically after each scan based on the visitor's group assignment and toggle configuration.
- **Open agreements using a button** — Agreements are available but only appear when the operator taps the agreements button in the app, giving more control over when they are presented.

#### **Print Document Setting**

The **Print Document** dropdown on the same Printing tab determines what is printed when the print button is used — either an **Agreement** or a **Badge**. Select **Agreement** to print a copy of the visitor's signed agreement.

---

### **Common Configurations and Scenarios**

#### **Scenario 1: Collect consent from all visitors**

**Setup:**

- Standard Agreement toggle: **ON**
- Group Agreement toggle: **OFF** (or not configured)
- Local Settings \> Printing: **Show agreements automatically**

**Result:** All visitors — grouped and ungrouped — see the standard agreement.

---

#### **Scenario 2: Suppress the agreement once a visitor is added to a group**

**Setup:**

- Standard Agreement toggle: **OFF**
- Group Agreement toggle: **OFF**
- Local Settings \> Printing: **Show agreements automatically**

**Result:** Only visitors not yet assigned to a group see the standard agreement. Once added to a group, no agreement is shown on subsequent visits.

---

#### **Scenario 3: Different agreements for group vs. non-group visitors**

**Setup:**

- Standard Agreement toggle: **OFF**
- Group Agreement toggle: **ON**
- Local Settings \> Printing: **Show agreements automatically**

**Result:** Unassigned visitors see the standard agreement. Visitors assigned to a group see the Group Agreement only.

---

#### **Scenario 4: Group members sign both agreements**

**Setup:**

- Standard Agreement toggle: **ON**
- Group Agreement toggle: **ON**
- Local Settings \> Printing: **Show agreements automatically**

**Result:** Unassigned visitors see the standard agreement only. Visitors assigned to a group see both the standard agreement and the Group Agreement.

---

#### **Toggle Reference**

#### **Standard Agreement — "Show this agreement for visitors assigned to a group"**

| **Toggle** | **Visitor in a group?** | **Standard Agreement shown?** |
| --- | --- | --- |
| ON | Yes | ✅ Yes |
| OFF | Yes | ❌ No |
| ON | No | ✅ Yes |
| OFF | No | ✅ Yes |

#### **Group Agreement — "Show this agreement for visitors assigned to a group"**

| **Toggle** | **Visitor in a group?** | **Group Agreement shown?** |
| --- | --- | --- |
| ON | Yes | ✅ Yes |
| OFF | Yes | ❌ No |
| ON | No | ❌ No |
| OFF | No | ❌ No |

---

### **Signing Agreements by Platform**

**VeriScan for iOS and Android** — Visitors can sign directly on the phone or tablet screen with their finger.

**VeriScan for Windows** — You will need to ensure visitors have a way to view and sign the agreement. Two options:

- **Swivel your screen** so the visitor can read and sign directly on your display. If the screen is touchscreen, they can sign with their finger.
- **Open the agreement on a separate visitor-facing display.** VeriScan for Windows can be configured to send the agreement to a second monitor or dedicated visitor display. If that display is touchscreen, visitors sign with their finger; otherwise, you will need to connect a supported Topaz signature pad.

---

### **Common Use Cases by Industry**

Agreements are used across VeriScan's customer base to meet industry-specific legal, safety, and compliance requirements at the point of check-in.

**Logistics, Warehouses, and Consumer Packaged Goods** — Drivers and contractors confirm their identity, stated purpose, and authorization to access the facility. Agreements create a signed record of entry that supports cargo chain-of-custody documentation and deters unauthorized access.

**Financial Institutions** — Visitors confirm their identity and purpose before accessing secure areas or conducting high-value transactions. Signed agreements provide an auditable record that supports fraud prevention and internal security compliance.

**Cannabis Dispensaries** — Customers consent to loyalty program enrollment, authorize data collection for compliance and marketing purposes, and acknowledge applicable state regulations and purchase limits.

**K–12 Schools and Universities** — Visitors acknowledge sex offender screening, agree to be escorted at all times, and confirm their purpose of visit — supporting campus safety policies and volunteer compliance requirements.

**Gated Communities and HOAs** — Guests and contractors agree to community rules, acknowledge that their visit is logged, and confirm the resident who authorized their entry.

**Corporate Offices and Data Centers** — Visitors sign NDAs, acknowledge restricted area policies, agree not to photograph or record on premises, and accept acceptable use policies for any guest Wi-Fi or IT resources.

**Healthcare Facilities** — Patients and visitors acknowledge HIPAA privacy policies, consent to on-site health and safety protocols, and confirm the nature of their visit.

**Entertainment Venues** — Patrons at gaming establishments, bars, and nightclubs acknowledge house rules, self-exclusion policies, and venue code of conduct at the point of entry.

**Government and Military Facilities** — Visitors confirm their stated identity and purpose, acknowledge security screening requirements, and accept escort and restricted zone policies.

**Physical Security and Guard Services** — Contractors and temporary workers agree to site-specific safety procedures, confirm receipt of required safety briefings, and acknowledge on-site conduct standards.

---

### **Requirements**

- **Subscription:** Enterprise plan required
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