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Exporting your Waivers & Documents list

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.

 

Alert

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. 

 

Which plans include this feature?

Legacy:  Soho, Plus, Enterprise, Flex
Current:  Growth (Online Booking Fee), Growth (Subscription), Managed
→ Learn more about our current plans or how to change your plan.


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, new or both?

  • This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products).  → Learn more about products

 

Checkfront How To: How to Get Started with Waivers (Video)

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FAQ

For high-level step-by-step instructions, please see the following article:

 

Exporting the document index

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Export

If you want to export a copy of your Document Index, you can do so by clicking on the Export icon about the list of All Documents.

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

 

Export modal

The Export modal allows you to choose your preferences for the file.

 

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

The report can be saved to My Computer, Email, or Google Drive.  

 

Note

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

 

Learn More

Learn more about exporting to Google Drive here:

 

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

Using ISO Dates allows you 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 (Manage > Setup > Locale) when not selected. 

 

 

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

 

 

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