Creating Waivers & Documents templates (naming the template and using the Document Editor)

A strong template is the foundation of efficient document collection. Learn how to name, design, and customize your templates so they’re easy for Customers to complete and simple for your team to manage.

Learn how to create templates, including naming, using the editor, and adding images.

New to Waivers & Documents? Read the first article in this series for an introduction to Waivers & Documents.

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

• Bookings > Waivers & Documents > Templates > Create/Edit Template
   

• Admin permissions or restricted permissions for Waivers & Documents.
   

Which Checkfront version supports this feature - classic items, classic products, or both?

• This feature is available in both our classic items version, which uses classic items (Inventory > Items), and our classic products version, which uses classic products (Inventory > Products).  → Learn more about products

How to get started For high-level step-by-step instructions on getting started with Waivers & Documents, please see the following article: How do I get started with Waivers & Documents?

Templates are the individual documents you can create and assign to your inventory item/ product.

Once you have assigned a template to an item/product, the system asks the Customers to individually fill out and digitally sign the document before they can complete the booking.

To begin the creation of a new document template, click the Create Template button. A Create Template modal opens.

Input your Title into the field provided, then click Next to continue. Document titles include Liability Waiver, Medical Release, or Insurance Document.  

Click Next to navigate to the document editor.

Build or edit the elements of your document template.
 

Title

This value is the document's name as it appears to your Guests and within the Staff-side of the application. You can edit the title by typing directly into the Title field.

Document Editor

The document editor window is where you input the main body of your document, including custom fields such as dates, email addresses, and signature areas. We cover this in more detail in subsequent articles in this series.

You can format the text in the document using the Text Editor at the top of the text area. 

1. Select the text you want to format.
2. Choose a formatting option from the Text Editor to apply. Each option is described in detail below.

Text editor option	Label	Description
	Undo	Undo previous change done prior to saving your changes.
	Redo	Redo previous change if undone prior to saving your changes.
< >	HTML	Select the < > icon to edit the document in HTML mode by working with select HTML code. Select the HTML (< >) to text editor mode.
¶	Format	Select your text and apply one of the following text options from the drop-down menu. Normal text Quote Heading 1 Heading 2 Heading 3
B	Bold	Bold selected text by choosing this option.
I	Italic	Display selected text in italic by selecting this option.
U	Underline	Underline the selected text by choosing this option.
S	Strikethrough	Place a line through selected text by choosing this option.
	Lists	Choose to format selected text as: Unordered List Numbered List Outdent - This text editing fucntion moves text inward from the left margin, decreasing its indentation. Indent - This text editing function moves text outward from the left margin decreasing its indention.
	Link	Includes options to: Insert Link - Opens a modal in which you can enter a URL and link Text to Insert into your message. Unlink - Clickable if you have a link in the message. Click to remove link.
___	Line	Click this option to add a horizontal line to your message.
	Align	Choose from the following options for selected text: Align Left Align Center Align Right Align Justify
	Size	Change the size of the selected text including options from 10px -30px. Also, find option to Remove Font Size in the drop-down menu.
	Text Color	Text Change the text font color by selecting a color from the color picker.
	Text Color	Highlight Change the text background color by selecting a color from the color picker.

Adding images via the Document Editor

Those familiar with HTML can edit the document's source code by selecting the <> (HTML) button within the document editor toolbar.

You can make enhancements to the document, including the ability to add images that are stored elsewhere using HTML image tags.

Text formatting The formatting is sometimes carried over when pasting existing text into the text editor. There are two ways to remedy this if the behaviour is not wanted: When you copy text from a different document, paste it into an external text editor and then paste this “plain text” into the Checkfront editor. This removes any of the font types or size styles attached. You can remove carried-over text styles from within your current editor by directly editing the HTML as needed from the editor’s <> (HTML) menu button.

Next Steps

In the following article, we look at your field setting options when creating waivers & documents.

< Activating Waivers & Documents     |     Creating Waivers & Documents templates (field settings) >