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Managing Waivers & Documents templates

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.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

Bookings > Waivers & Documents > Templates

What more do I need to use this feature?

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

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

 

Viewing and sorting template lists

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Template List

You 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

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Edit Templates

Click 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

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Show Revisions

You can access previous versions of your templates by selecting the Show Revisions checkbox. You can see previous versions listed with a status of VOID.

You can restore a version of a template by editing the template, making a change, and clicking SAVE. 

 

Editing columns

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Edit Columns

You 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

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Export Templates List

You 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.

 

< Disabling Waivers & Documents templates     |     Filling out, sharing, and emailing Waivers & Documents >