Copying Waivers & Documents templates

Learn how to copy waiver and document templates.

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

Accessing the features mentioned in this article

Where can I find this feature using the top menu?

Bookings > Waivers & Documents > Create/Edit Template > More > Copy

What more do I need to use this feature?

• Admin or restricted permissions for Waivers & Documents.
  
  

Which Checkfront version supports this feature - classic items, classic products, or both?

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

If you have several items or products in your inventory, you can use a different document template for each. These templates may be very similar, but the wording differs slightly.

To copy a document template...

1. Open up the template you wish to duplicate and look for the More menu at the bottom right of the page.
2. Click on the More link to display additional options.
3. Then, click on the Copy option to start the duplication process.

This process creates an exact copy of the template you were working on with the copy open in edit mode. 

Notice the template title is the same as before, preceded by Copy of.  

Make the necessary changes, including updating the title, then click Save to retain your changes and the new copy!

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