Identity
Full legal name, preferred name, and government ID type to confirm identity and match badge issuance.
A completed registration protects organizers by documenting identity verification, health and safety briefings, and acceptance of site rules. It supports emergency response and demonstrates due diligence.
Responsibility typically sits with the organizer’s operations, security, or HR teams, depending on scale and industry.
Full legal name, preferred name, and government ID type to confirm identity and match badge issuance.
Primary phone, email, and physical address to enable notifications and emergency contact routing.
Job title or role (attendee, vendor, contractor) and employer affiliation to assign permissions and responsibilities.
Fields to record required training completion dates, certificates, or license numbers where applicable.
Statements covering site rules, hazards, privacy notices, and liability acknowledgements with signer consent capture.
Two emergency contacts with relationship and phone numbers for incident response.
| Field | Configuration |
|---|---|
| Authentication | Email link or SMS 2FA for identity confirmation. |
| Conditional Fields | Show certification fields only for contractors or restricted roles. |
| Notifications | Auto-notify security and the participant upon completion. |
| Record Retention | Auto-store completed forms in a secure archive. |
Use an eSignature provider that records audit trails and preserves exportable signed documents for compliance and review.
Set at least 48–72 hours before site access to allow verification.
Submit certificates before first site entry or as specified by organizer.
Allow a 24–48 hour window for security to validate uploaded documents.
Badges prepared after verification; collect on arrival or print on-site.
Close registration records after event finalization and retention processing.
Optica adopted online intake for temporary staff to speed onboarding
Martin Properties moved vendor induction online to centralize compliance checks
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |