Working with sent and submitted Waivers & Documents

Learn how to view and print sent and submitted documents.

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

Clicking on the Sent & Submitted button in the left sidebar brings up a list of all documents filled out and signed by your Customers.

Search listed documents by Name, Email, Booking ID, and Document ID using the Search Documents search field.

Clicking on the Booking ID takes you directly to the booking to which the waiver is attached.  

Within the Documents tab, you are then presented with the details of the attached waiver.

You can manually expand the View dropdown menu to Detach or Delete the signed waiver. From here, you can also choose to Allow Reuse of the document should you have previously set the document to apply to multiple bookings.

In addition, a signed document can be verified by checking the Verify option to the right of the Attendee details. If the option is checked, then the label changes to Verified.

Click on the downward-facing arrow on the right-hand side to view additional information regarding the waiver in question. This includes document signatures and the creation/updated dates.

Click the View button to see the completed document in your browser window.  

Click the Print button on the right to make a hard copy.

< Filtering your sent and submitted Waivers & Documents     |     Attributing Waivers & Documents to bookings >