Waivers & Documents: Document Templates

Document Templates

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Templates are the individual documents that you can create and assign to your inventory items. Once a template has been assigned to an item, whenever a customer books that item, they will be asked to fill out and digitally sign the document before the booking can be completed. To create a new document template, click on the green Create Template button, as shown below:

 

 

 

 

  

A popup window will appear, asking for the document title. Go ahead and input your title, then click Next to continue. Examples of the document title are Liability Waiver, Medical Release or Insurance Document.  

You’ll now be taken to a screen where you can configure the document to meet your needs and is fairly similar looking to the item inventory builder you may already be familiar with.

Title:

You have already entered a title for the document in the previous step, but if you’d like to edit that, you can do so here! (see label 1 below)

Document Editor:

The document editor window is where the magic happens. This is where you will input the main body of your document, including custom fields such as dates, email addresses, signature areas etc. (see label 2 below)

Checkfront Tip: If you already have a document to use with Checkfront you can, of course, copy and paste that directly into the document editor. Please note, however, that any formatting from your original document will be lost upon pasting. It is therefore recommended to wait until the document is in Checkfront before applying any new formatting options.

As you make changes to the document, you may save your progress by clicking on the Save button, bottom right. After making a change, before the save button is clicked, you will see an Unsaved Changes message appear, with a Discard button next to it. Clicking the discard button will undo any changes you have made since the last save.  

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