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Exporting your Waivers & Documents list

Easily export your waivers and documents list for accurate record-keeping, reporting, or offline review.

Learn how to export the documents index list and save the export to different formats and locations.

New to Waivers & Documents? You can read the first article in this series for an introduction to Waivers & Documents.

 

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 Do you need to export ALL completed Guest waivers in full, not simply the document index?

As waivers generally contain personally identifiable information, the requested waivers must be delivered via secure drive.

You can request an export of completed waivers from our Technical Support team. 

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

  • Bookings > Waivers & Documents
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

     

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:

 

Exporting the document index (video overview)

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Exporting the document index (step-by-step)

Waivers and Documents dashboard with Export button highlighted in the top right corner of the screen.

Export the documents list by following these steps:

  1. Go to the Waivers & Documents area (Booking > Waivers).
  2. Select Sent & Submitted from the left-side menu. 
  3. Specify your Save As, Format, Save To, Columns, Max Rows, and Formatting selections. Learn more about the export settings below.
  4. Click the Export button to open the Export modal.
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Filter your data before exporting

Before exporting, you may filter results by date, status, template type, and other criteria.

 

Understanding the export modal settings

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Export settings dialog showing options to save documents as MS Excel, select destination, choose columns, and set formatting.

Specify your export file preferences, using the following settings:

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.

  • When selected, you see the format YYYY-DD-MM, for example, 2020-06-09.
  • You see the format configured with the Date Format setting (Account > Setup > Locale) when not selected.

 

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Email exports are links to Google Cloud

Emailed exports are sent as links to the files securely hosted in Google Cloud Storage.

 

Next Steps

In the following article in this series, we examine viewing the activity log for waivers & documents.

 

 

< Customising column display within your Waivers & Documents list     |     Viewing the Activity log for Waivers & Documents >

 

 

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