Checkfront’s Waivers & Documents tools streamline your entire waiver workflow, from creating and organizing documents to managing revisions and exporting finalized versions. With everything centralized and easy to update, your team saves time, stays consistent, and always works from the right version.
Learn how to manage Waivers & Documents templates, including viewing and sorting template lists, editing templates, showing template versions, editing columns, and exporting template lists.
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
What more do I need to use this feature?
-
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 version, which uses classic items (Inventory > Items), and our classic version, which uses classic products (Inventory > Products). → Learn more about products
Viewing and sorting template lists
You can view a list of your created templates within the Templates tab (Booking > Waivers & Documents). You can sort any column to customize the list order to suit your needs.
- Go to the Waivers & Documents area (Booking > Waivers).
- Select Templates from the left-side menu.
Editing templates
Click the template's name to open it in edit mode. Then, you can navigate through the template builder and update the template as needed.
- Go to the Waivers & Documents area (Booking > Waivers).
- Select Templates from the left-side menu.
- Click the template's name to open it in edit mode.
Showing template revisions
- Go to the Waivers & Documents area (Booking > Waivers).
- Select Templates from the left-side menu.
- Check the Show Revisions checkbox.
Restoring versions
You can restore a version of a template:
- Edit the template
- Make a change.
- Click the SAVE button.
Editing columns
You can edit the columns displayed within the list:
- Go to the Waivers & Documents area (Booking > Waivers).
- Select Templates from the left-side menu.
- Clicking the Columns icon in the top-right corner of the page. This link opens the Columns modal with the list of available columns.
By default, the Status, (number of) Revisions, Template (name), Summary, and Created time stamp columns display.
In addition, you can include the ID and (number of) Docs column.
- Select or deselect the columns within the list to customize your view.
Exporting template lists
You can export the list of templates to your computer, email, or Google Drive in various formats: MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format), and XML (eXtensible Markup Language).
You can also choose which columns to export, how many rows to include, and how to format exported dates.
| Field | Description |
| Save As | Specify the name of the export file. By default, the file name is Document Index appended by the applicable date range. You can edit the file's name by focusing on the Save As field and entering a different name. |
| Format | Export report to MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format), or XML (eXtensible Markup Language). |
| Save To | Save the report to My Computer, Email, or Google Drive. |
| Columns | Choose to export Visible columns or All columns (if there are columns you have chosen to hide in the online report view). |
| Max Rows | Limit the maximum number of rows to export (Max Rows) or Export All Rows. |
| Formatting |
Use the ISO Dates setting to choose the format of dates within the export.
|
Next Steps
In the following article in this series, we look at filling out, sharing, and emailing waivers & documents templates.
< Disabling Waivers & Documents templates | Filling out, sharing, and emailing Waivers & Documents >