Signing Waivers & Documents

Learn how to sign a document and the options available after signing is complete.

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?

This is the Customer-facing waiver and document.

• 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

When it comes time for the Guest to sign the document, they need to click the signature area to bring up the signature window.

Ensure your document contains a signature variable; otherwise, the signing area is not included in the live document. The default signature variable is {$field id="primary_signature"}

Once the signature window has opened, it’s simply a case of holding down the mouse button and dragging the cursor to sign the document.   

If the signature doesn’t look right, clicking the Retry button clears the workspace, and it is ready for another shot!  

Once happy with the signature, the signee clicks the Add Signature button and inserts the signature into the document.  

Once all sections are filled and the steps are complete, the green status bar at the top reflects this, and the Booker or Guest clicks the Submit Document button.

Suppose the Submit Document button is clicked before the steps are complete. In that case, the document highlights the missing information, and the Booker or Guest must provide the information before proceeding.

The document is now complete!

The Booker or Guest can print or save the document from the Confirmation page to a PDF for future reference.

Once the Booker is ready to continue, they can either continue to the receipt page or return to the Required Documents step if there are more documents to sign. 

A waiver copy is NOT sent automatically to the Booker when the document is signed. However, if the Booker sends the document to other Guests, then when the Guest signs the document, a completion email is sent to the Operator.

Learn more about configuring Email Reminders here: Creating Waivers & Documents templates (configuration)

• Can a Guest upload an image, such as a photo ID, when signing a document?

  No, a document image upload option is not available. A suggested alternative is to provide your company email address so Guests can send you the required files or images.

< Filling out, sharing, and emailing Waivers & Documents     |     Using Public Document & Kiosk Directories >