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Locate: Bookings > Waivers & Documents
Prerequisites:
- A plan that includes Waivers & Documents.
- Waivers enabled for your account (Integrations > Guest Management)
- Admin permissions or restricted permissions to View 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 contact our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
In this article, we review how you can customize the columns that display on the Waivers & Documents list, as well as how to export signed documents.
New to Waivers and Documents? Be sure to read the first article in this series for an introduction to this feature!
Please read the full series of articles, accessed at the side and bottom of this page, to learn more about Waivers & Documents.
Columns
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If you wish to customize the information displayed on the Waivers & Documents list, then you can do so by adding, removing, or re-arranging the data Columns.
Click on the Columns link to get started. This opens the Columns edit window. Check the box next to each data field you wish to view. If you don't wish to see it, make sure it is unchecked.
Re-order the Columns by clicking on the pattern of dots to the left of each label and moving it up or down.
Export Document Index
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If you would like to export a copy of your Document Index, then you can do so by clicking on the Export icon about the list of All Documents.
The Export modal allows you to choose your preferences for the file.
Note that if you downgrade your Checkfront plan to one that doesn't include waivers, any documents you created previously remain intact in the system.
We recommend that you export your documents before you downgrade your plan.
Should you upgrade to a plan that includes waivers at a later date, those documents once again become available to you.
- Save As
Specify the name of the Export file. By default, the file name is Document Index appended by the applicable date range. You can edit the name of the file if needed by placing focus on the Save as field and entering the desired name.
- Format
Export report to MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format) or XML (eXtensible Markup Language).
- Save To
The report can be saved to your My Computer, Email, or Google Drive.
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Emailed Exports are sent as links to the files securely hosted in Google Cloud Storage. |
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Learn more about exporting to Google Drive here: |
- Columns
Choose to Export Visible columns or All columns (if there are columns that you have chosen to hide in the online report view).
- Max Rows
Choose to limit the maximum number of rows to Export (Max Rows) or Export All Rows.
- Formatting
Use ISO Dates allows you to choose the format of dates within the Export.
- When selected, you see the format YYYY-DD-MM, for example, 2020-06-09.
- When not selected, you see the format as configured with the Date Format setting (Manage > Setup > Locale).
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