As waivers and documents accumulate, filtering helps you quickly find what you need. This article walks you through the available filter options in the Sent & Submitted tab, so you can narrow your document list by status, date, or other criteria and stay on top of outstanding or completed submissions.
Learn how to filter sent and submitted documents, including filtering by date, status, and template, as well as searching by keyword.
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 > Sent & Submitted
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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 (Inventory > Items) and our classic products version (Inventory > Products). → Learn more about products
Checkfront How To: How to Get Started with Waivers (Video)
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How do I start using waivers? For high-level step-by-step instructions, please see the following article: |
Filtering your document list
On the All Documents home page, there are several ways to find your documents.
Filtering by date
The Date dropdown field lets you sort documents by Created, Updated, or Completed.
You can take that further by showing results from a set period, such as the last seven days.
If you're looking for a more specific date range, choose the Custom option and select a start and end date from the provided calendars.
Filtering by status
In addition to searching your documents by date, you can search by Status.
Check the box next to the required status. You can choose more than one status.
Filtering by template
In the same way as searching by Status, you can also search by Template. Check the box next to the template you wish to search by. You can search by one or more templates.
Searching by keyword
Finally, you can search for a specific document(s) by typing your search term into the field provided. In this example, we are looking for documents relating to the Customer Jane Smith.
Available search terms for documents include Name, Email, Booking ID, and Document ID.
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How long are waivers/documents kept in the system? Waivers are kept until you manually delete the document. They can be attached to bookings or stand alone if a booking is deleted. |
Next Steps
In the following article, we look at how to work with sent and submitted Waivers and Documents.
< Using the Public Document & Kiosk Directories | Working with sent and submitted Waivers & Documents >