What is a Visitor Dossier?
A Visitor Dossier is the combination of visitor data, attached business card or pictures and notes displayed in a PDF-file.
You can create a visitor dossier for each captured visitor.
- Go to Scan2Lead PORTAL - menu Visitor data - Visitor data and select the visitor you want to create the visitor dossier for
-
Click the 'Download Visitor Dossier' Button
The visitor dossier will be created and downloaded to the local download folder
Hint: Depending on your webbroswer settings, the file will be downloaded in a given download directory or you are asked where to download the file.
Can I download all Visitor Dossier in one file?
Clicking the
'Create zip archive'
button in menu 'Visitor data - Visitor' data starts a background routine to add Visitor Dossiers to an archive file for all listed visitors. The created zip archive file can be downloaded in menu
'Visitor Data - Download Zip-Archive'
Step 1: Create Zip Archive
- Select Menu 'Visitor Data' - 'Visitor Data'
- In order to add dedicated visitors to the zip archive, make use of the filter
- Click on the button 'Create Zip Archive'
- Select the content to be included in the zip archive
- Visitor Dossier (PDF) - only PDF files will be included
- V-Cards (VCF) - only VCF (file format standard for electronic bussines cards) files will be included
- Both - PDF and VCF files will be included in the zip archive
- If the captured pictures e.g. business cards should be included, select 'Include attached images'
- By selecting the Group option, you can group the files by Country, Day or Device
Hint: In order to identify the created zip archive give a proper filename and description.
Step 2: Download Zip Archive
- Select Menu 'Visitor Data' - 'Download Zip Archive'
- Click on the download button to get the zip archive downloaded to you local download folder.
Hint: While the Zip Archive is created, you will see state Created. The file cannot be downloaded until the state is changed to Finished!