How do I scan or upload a guest's ID photo and signature?
Short answer
In the folio section Documents click Add Document, pick Doc.Type, then upload or capture the front and back images. Scan ID reads the document on a SunHardware station, phone or tablet. Sign (section Guest) captures the signature.
Steps
- Open the folio and click Add Document in the section Documents.
- Choose Doc.Type. To read the ID with a device click Scan ID (SunHardware: ID scanner, phone or tablet; needs the Hardware licence and the link in Property Setup > Hardware Setting). Fields filled from the picture can be wiped with Clear AI-filled fields.
- Or upload the Front Image and Back Image (rotate, print or remove them with the small icons). Fill Number and Expire Date.
- Save the pop-up. With a scan you may be asked Do you want to replace Guest detail? to copy name and address from the ID.
- Signature: in the section Guest click Sign and choose Signature pad or tablet (SunHardware) or On Screen, sign, accept.
- Click Save in the folio header.
Check the result
The document appears in the list under Documents (with a Primary chip for the main one); Show Signature (icon in the section Guest) displays the signature.
Common problems
- Please note, you can only upload up to N Documents (excluding Credit Cards) Raise Max Documents per Guest in Rental Setting.
- The document was not scanned properly. / Device not found or unable to read your document. Check the station in SunHardware (Devices) and the link in Property Setup > Hardware Setting.
- Signature Required at check-in when sign is mandatory.
- Images are stored in the configured Document Storage.
- Messages: Reservation messages (files 07a-07k).