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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.

 

Which plans include this feature?

Legacy:  Soho, Plus, Enterprise, Flex
Current:  Growth (Online Booking Fee), Growth (Subscription), Managed
→ Learn more about our current plans or how to change your plan.


Where can I find this feature using the top menu?

Bookings > Waivers & Documents > Sent & Submitted

What more do I need to use this feature?

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

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

 

Viewing and printing documents

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Waivers Sent & Submitted

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.

 

Waivers Booking ID

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.

 

Waivers Documents Tab

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.

 

Waivers Expand Details

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.

 

Waivers View Button

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

 

Waivers Print

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

 

 

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

 

 

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