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.
Which plans include this feature?
Legacy: Soho*, Plus, Enterprise, Flex
New: Starter**, Growth, Managed | Learn more about our new plans or how to change your plan.
*A 14-day trial of the waivers add-on is available to those on the legacy Soho plan.
**Starter plans include one active waiver template.
Where can I find this feature using the top menu?
Manage > Integrations > Popular > Waivers > Create/Edit Template > More > Copy
What more do I need to use this feature?
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Admin or restricted permissions for Waivers & Documents.
Which Checkfront version supports this feature - classic, new, or both?
- The Waivers & Documents feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ With our newest version of Checkfront, we have added products (Inventory > Products) as the successor to items (Inventory > Items). Are you interested in migrating to our newest version? Please reach out to our Technical Support team for more information. |
Copying templates
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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...
- Open up the template you wish to duplicate and look for the More menu at the bottom right of the page.
- Click on the More link to display additional options.
- 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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