Skip to main content

Signing Waivers & Documents

When a Guest is ready to sign, the process is straightforward, but knowing what to expect helps everything go smoothly. This article walks through the Customer-facing signing experience, including how Guests add their signature and what options are available once signing is complete.

Learn how to sign a document and the options available after signing.

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?

  • This is the Customer-facing waiver and document.
     
What more do I need to use this feature?

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

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

 

Signing documents

Back to top

The waiver form preview with the Click to Sign button highlighted for adding a digital signature.

  1. When it's time for the Guest to sign the document, they need to click the signature area to open the signature window.

 

Callout icon of a bell, indicating alert.

Include a signature variable

Ensure your document includes a signature variable; otherwise, the signing area does not appear in the live document.

The default signature variable is {$field id="primary_signature"}

 

The signature entry window displaying the typed name Jane Smith in script style with an Add Signature button.

  1. Once the signature window has opened, it’s simply a case of holding down the mouse button and dragging the cursor to sign the document.   
  • If the signature doesn’t look right, clicking the Retry button clears the workspace and makes it ready for another shot!  
  1. Once satisfied with the signature, the signer clicks the Add Signature button to insert it into the document.  

The completed waiver form with the digital signature applied and the Submit Document button highlighted.

  1. Once all sections are filled and the steps are complete, the green status bar at the top reflects this, and the Booker or Guest clicks the Submit Document button.
  • If the Submit Document button is clicked before the steps are complete, the system highlights missing information, and the Booker or Guest must provide it before proceeding.

 

The waiver completion screen showing a confirmation checkmark and the Continue to Receipt button highlighted.

The document is now complete!

The Booker or Guest can print or save the document from the Confirmation page to a PDF for future reference.

Once the Booker is ready to continue, they can either continue to the receipt page or return to the Required Documents step if there are more documents to sign. 

 

Callout icon of pencil indicating an important note.

A Booker does not automatically receive a waiver copy

A copy of the waiver is NOT automatically sent to the Booker upon signing.

However, if the Booker sends the document to other Guests, the Operator receives a completion email each time a Guest signs it.

 

Callout icon of a cap and certificate, indicating additional learning resources.

Learn more

For a detailed look at configuring Email Reminders, check out the following article:

 

Frequently Asked Questions

Back to top

  • Can a Guest upload an image, such as a photo ID, when signing a document?

    No, a document image upload option is not available. A suggested alternative is to provide your company email address so Guests can send you the required files or images.

 

Next Steps

In the following article, we look at how to use Public Document & Kiosk Directories.

 

< Filling out, sharing, and emailing Waivers & Documents     |     Using Public Document & Kiosk Directories >

 

 

Related to