The Waivers & Documents list shows you a default set of columns, but you can tailor it to display the information most relevant to your workflow. This article explains how to add, remove, and reorder columns to make your document list easier to scan and manage at a glance.
Learn how to customize the display of document list columns, including choosing and reordering columns.
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
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Admin or restricted permissions for Waivers & Documents.
Which Checkfront version supports this feature - classic items, classic products, or both?
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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 to get started For high-level step-by-step instructions, please see the following article: |
Customizing column display
You can customize the information displayed on the Waivers & Documents list by adding, removing, or rearranging the data columns.
- Go to the Waivers & Documents area (Booking > Waivers).
- Select the Sent & Submitted tab.
- Click the Columns link to begin. This opens the Columns edit window.
Choosing columns
- Check the box next to each data field you wish to view. If you don't want to see it, ensure it is unchecked.
Re-ordering columns
- Reorder the columns by clicking the dot pattern to the left of each label and dragging it up or down.
- Click Save to apply any changes.
Next Steps
In the next article in this series, we examine how to export the column display in your waivers & documents list.
< Sharing Waivers & Documents with Customers | Exporting your Waivers & Documents list >