Filtering your sent and submitted Waivers & Documents

Learn how to filter sent and submitted documents, including filtering by date, status, and template, as well as searching by keyword.

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 > Sent & Submitted

• 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

For high-level step-by-step instructions, please see the following article: How do I get started with Waivers & Documents?

When viewing the All Documents home page, there are various ways to find your documents.

Filtering by date

The Date dropdown field allows you to sort the documents by Created, Updated, or Completed.

You can take that further by showing results from a set period, such as the last seven days.

If you're looking for a more specific date range, choose the Custom option and select a beginning and end date from the calendars supplied.

Filtering by status

In addition to searching your documents by date, you can search by Status.

Check the box next to the required status. You can choose more than one status.

Filtering by template

In the same way as searching by Status, you can also search by Template. Check the box next to the template you wish to search by. You can search by one or more templates.

Searching by keyword

Finally, you can search for a specific document(s) by typing your search term into the field provided. In this example, we are looking for documents relating to the Customer Jane Smith.

Available search terms for documents include Name, Email, Booking ID, and Document ID.

How long are waivers/documents kept in the system? Waivers are kept until you manually delete the document. They can be attached to bookings or stand alone if a booking is deleted.

< Using the Public Document & Kiosk Directories     |      Working with sent and submitted Waivers & Documents >