Learn how to preview waiver and document templates.
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 > Create/Edit Template > Preview
What more do I need to use this feature?
-
Admin or restricted permissions for Waivers & Documents.
Which Checkfront version supports this feature - classic, new, or both?
- 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.
|
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. |
Previewing documents
Back to top
So far, in this series of articles, we have touched on the fact that you can preview your document to see what your updates will look like to the Customer. Let’s look at the preview in a little more detail.
Click on the Preview button to open the preview.
The document you are working on is on the left side of the preview pane. The live field now replaces any field shortcodes you have added to the document. You can even enter some test information to try it out fully!
On the right side of the preview pane is a list of steps that must be completed to submit the document. As each step is completed, a checkmark appears next to the completed step and the status bar at the top advances.
Additional steps are added to the list for any steps related to repeated sections. The number of steps depends on how often the Customer repeats the section.
< Configuring Waivers & Documents settings | Copying Waivers & Documents templates >