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.
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Manage > Integrations > Popular > Waivers
- A subscription to the appropriate plan (see plan availability above).
- Admin permissions 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 ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please get in touch with our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
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, you can 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 select more than one if you wish.
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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