Do you need a slightly different waiver for a new activity or season? Using the copy feature makes it easy to preserve layout, fields, and formatting from a trusted template while adjusting only what’s necessary. This guide walks you through the copying process, enabling you to create accurate and tailored documents with minimal effort and efficiency.
Learn how to copy waiver and document templates.
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 > Create/Edit Template > More > Copy
What more do I need to use this feature?
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Admin 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
Copying templates
If you have several items or products in your inventory, you can use a different document template for each. These templates may be very similar, but the wording differs slightly.
To copy a document template:
- Go to the Waivers & Documents area (Booking > Waivers).
- Select Templates from the left-side menu.
- Open the existing template you wish to duplicate.
- Click the More option from the bottom menu to display additional options.
- Select the Copy option to start the duplication process. The new template's title remains the same as before, preceded by Copy of.
- Click the Save button to keep your changes and the new copy.
Next Steps
In the following article in this series, we look at disabling waivers & documents templates.
< Previewing Waivers & Documents | Disabling Waivers & Documents templates >