Waivers & Documents: Settings

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Required Documents Page

First of all, you can customize the advisory message that appears at the top of the required documents page.

 

 

 

 

 

Use this area to provide your customers with any helpful instructions you might have.  

 

Signing Page

There are two settings you can configure for the signing page.  

 

Sidebar Quick Navigation

Firstly, the Sidebar Quick Navigation.  

 

 

 

 

This refers to the right sidebar that is visible when a customer is filling out and signing a document.

 

 

 

 

If this setting is turned on, the customer will be able to jump to a step later than the current one by clicking on it in the list. If turned off, however, this functionality is removed and the customer must fill out the fields in order.  

 

 

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With this option turned on, the system will do a check of the participant's date of birth against the minimum age you have specified.  

 

 

 

 

If they are not of age, the submit button is disabled and the customer is advised that they are not old enough to complete the document without a guardian.

 

 

 

 

If you have added a minors section to your waiver, you will be able to collect their information in addition to the primary signature of the adult on the booking.  

 

 

 

 

The age of the minor will be recorded in your system and will not be rejected by the system if the child is under age.

 

 

 

 

Also, the minor will be shown separately from the adult in the document index view.  

 

 

   

 

Document Retention

There are two settings you can configure for the signing page.  

 

Allow Admins to Delete Documents

If you'd like to allow account admins to delete documents from the system, turn this option on.

 

 

 

 

Once activated, the document can be deleted via the drop-down menu in an invoice's Documents tab, as seen below.  

 

 

   

 

Upload New Documents to Google Drive

Use this setting to upload documents to Google Drive. If you have the Google Drive Add-on active in your account, this setting will become available to you.  

 

 

 

 

When a document is completed by a customer, it will be uploaded to your Google Drive account automatically.

 

Notifications

Notifications are the emails that go out to your customer when action is required regarding a document. There's an initial email, a reminder email (if you've configured that) and a completed email.  

 

 

 

 

You can edit these templates as you wish, but make sure you click Save at the bottom, before leaving the screen. Clicking the Preview button next to each notification will give you an idea of how the email will look to the customer.  

 

 

 

 

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