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
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
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Admin or restricted permissions for Waivers & Documents.
- 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. |
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. |
< Using the Public Document & Kiosk Directories | Working with sent and submitted Waivers & Documents >