Learn how to manage Waivers & Documents templates, including viewing and sorting template lists, editing templates, showing template versions, editing columns, and exporting template lists.
New to Waivers & Documents? Read the first article in this series for an introduction to Waivers & Documents.
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 > Templates
What more do I need to use this feature?
-
Admin or restricted permissions for Waivers & Documents.
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
Viewing and sorting template lists
Back to topYou can view a list of your created templates within the Templates tab (Booking > Waivers & Documents). Sort any column to customize the list order to suit your needs.
Editing templates
Back to topClick the name of the template to open it in edit mode. From there, you can walk through the template builder and update the template as needed.
Showing template revisions
Back to topYou can restore a version of a template by editing the template, making a change, and clicking SAVE.
Editing columns
Back to topYou can edit the columns displayed within the list by clicking the Columns icon in the top-right corner of the page. This opens the Columns modal with the list of available columns.
By default, the Status, (number of) Revisions, Template (name), Summary and Created time stamp display.
In addition, you can include the ID and (number of) Docs column.
Select or deselect the columns within the list to customize your view.
Exporting template lists
Back to topYou can export the list of templates to your computer, email or Google Drive in various formats: MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format) or XML (eXtensible Markup Language).
You can also choose which columns to export, how many rows to include, and how to format exported dates.
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