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.
Which plans include this feature?
Legacy: Soho*, Plus, Enterprise, Flex
New: Starter**, Growth, Managed | Learn more about our new plans or how to change your plan.
*A 14-day trial of the waivers add-on is available to those on the legacy Soho plan.
**Starter plans include one active waiver template.
Where can I find this feature using the top menu?
Bookings > Waivers & Documents
Admin or restricted permissions for Waivers & Documents.
- The Waivers & Documents feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
New to Checkfront - Products ✨
With our newest version of Checkfront, we have added products (Inventory > Products) as the successor to items (Inventory > Items).
Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information.
Do you need to export ALL completed Guest waivers in full, not simply the document index?
Exporting the document indexBack to top
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.
The Export modal allows you to choose your preferences for the file.
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.
Export report to MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format), or XML (eXtensible Markup Language).
The report can be saved to My Computer, Email, or Google Drive.
Emailed exports are sent as links to the files securely hosted in Google Cloud Storage.
Learn more about exporting to Google Drive here:
Choose to export Visible columns or All columns (if there are columns you have chosen to hide in the online report view).
Limit the maximum number of rows to export (Max Rows) or Export All Rows.
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.
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