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Working with sent and submitted Waivers & Documents

Managing sent and submitted waivers and documents is crucial for maintaining organized, compliant, and easily trackable bookings. This guide walks you through how to view, verify, download, and manage all associated documents directly with bookings, helping you streamline your workflow and ensure every booking is appropriately supported.

Learn how to access sent and submitted documents and view document listings and expanded details.

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
     
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, which uses classic items (Inventory > Items), and our classic products version, which uses classic products (Inventory > Products).  → Learn more about products

 

Accessing sent and submitted documents

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The documents page with the Sent & Submitted section highlighted in the sidebar to show where submitted waivers are accessed.
  1. Go to the Waivers & Documents area (Booking > Waivers).
  2. Select Sent & Submitted from the left-side menu.
  3. Search listed documents by Name, Email, Booking ID, and Document ID using the Search Documents search field.


The documents page with a Booking ID highlighted as an example of how booking identifiers are displayed in the list.

  1. Click on the Booking ID to go directly to the booking where the waiver is attached. 
  2. Under the Documents tab, you see a list of attached waivers with options to view document listings and expanded details, view documents, print (download and save to PDF), verify, and detach documents. You can also disable the reuse of documents if you have previously set the document to apply to multiple bookings.

 

Viewing documents and expanded details

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A completed liability waiver record with the View dropdown menu highlighted to display options like detach, allow reuse, or delete.

Clicking the Booking ID takes you directly to the booking to which the waiver is attached. Within the Documents tab, you are then presented with the details of the attached waiver.

You can manually expand the View dropdown menu to Detach or Delete the signed waiver. From here, you can also choose to Allow Reuse of the document, should you have previously set the document to apply to multiple bookings.

Additionally, a signed document can be verified by checking the Verify option to the right of the Attendee details. If the option is checked, the label changes to Verified.

 

A completed liability waiver record with the arrow highlighted to expand or collapse the waiver details section.

Click the downward-facing arrow on the right-hand side to view additional information regarding the waiver in question. This includes document signatures and the creation/updated dates.

 

A completed liability waiver record with the View button highlighted to open the signed document.

Click the View button to see the completed document in your browser window.  

 

A completed liability waiver with the Print button highlighted for printing the signed waiver document.

Click the Print button on the right to view the document in your browser document viewer.


Waiver-document-viewer.png

From where you can print, download, or save your document as a PDF.
 

Next Steps

In the following article in this series, we examine the process of attributing waivers & documents to bookings.

 

< Filtering your sent and submitted Waivers & Documents     |     Attributing Waivers & Documents to bookings >

 

 

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