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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.

 

Which plan do I need to use this feature?

X Soho | X Pro | ✓ Plus | ✓ Enterprise | ✓ Flex |

Where can I find this feature using the top menu?

Bookings > Waivers & Documents

What more do I need to use this feature?
  • A subscription to the appropriate plan (see plan availability above).
  • Admin permissions or restricted permissions for Waivers & Documents.

Which Checkfront version supports this feature - classic, new, or both?
  • 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.

 

Products

New to Checkfront - Products ✨

Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront.

Not yet on our newest version and interested in upgrading? Please get in touch with our Technical Support team for more information.

Discover more product-related help articles here: Products (New).

 

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. 

 

Alert

Downgrading your plan 

if you downgrade your Checkfront plan to one that doesn't include waivers, then any documents you created previously remain intact in the system.

We recommend that you export your documents before you downgrade your plan.

Should you upgrade to a plan that includes waivers at a later date, those documents once again become available to you.

 

Exporting the document index

Back to top

 

 

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 that you have chosen to hide in the online report view).

 

Max Rows

Choose to 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.
  • When not selected, you see the format configured with the Date Format setting (Manage > Setup > Locale). 

 

 

< Customising column display     |     Viewing the Activity log for waivers & documents >

 

 

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