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.
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
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Admin or restricted permissions for Waivers & Documents.
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
Checkfront How To: How to Get Started with Waivers (Video)
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For high-level step-by-step instructions, please see the following article: |
Filtering your document list
Back to topWhen 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.
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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. |
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