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How to create waivers & document templates: Step 1 - Creating templates and using the text editor

Updated

Templates are the individual documents you can create and assign to your inventory item/ product. Once a template has been assigned to an item/product, customers are asked to individually fill out and digitally sign the document before the booking can be completed.

Read further to learn how to create templates and work with the text editor. You can also find answers to frequently asked questions.
 

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New to Waivers & Documents? Read the following article:

 

Creating templates

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You can follow these steps to start creating your first template.

  1. Go to the All Documents list (Bookings > Sent & Submitted tab).
  2. Click the Create Template button in the top-left section of the page.

    Sent & Submitted tab of Waivers & Documents section with annotation pointing to the 'Create Template' button.
     
  3. Enter a name for your template in the Title field.

    Annotation pointing to 'Title' field setting within 'Create Template' modal.

    This is the document's name as it appears to your guests and within the Staff-side of the application.
     
  4. Click the Next button to move to the document template.

    Annotation pointing to the 'Next' button within the 'Create Template' modal.
     

  5. From the template editor, you can format the document, including adding custom fields and configuring template settings. We go into more detail in subsequent articles in this series. 

    Learn more about working with the text editor below.

    Screenshot of waiver template editor.
     

  6. You can change the title of the document as needed using the Title field at the top of the document editor.

 

Working with the text editor

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Screenshot of wavier template text editor with sample copy.

You can format the text in the document using the Text Editor at the top of the text area. 

  1. Select the text you want to format.
  2. Choose a formatting option from the Text Editor to apply. Each option is described in detail below.
Text editor option Label Description
Image of text editor undo icon. Undo Undo previous change done prior to saving your changes.
Image of text editor redo icon. Redo Redo previous change if undone prior to saving your changes.
< > HTML

Select the < > icon to edit the document in HTML mode by working with select HTML code.

Select the HTML (< >) to text editor mode.
Format

Select your text and apply one of the following text options from the drop-down menu.

  • Normal text
  • Quote
  • Heading 1
  • Heading 2
  • Heading 3
B Bold Bold selected text by choosing this option.
I Italic Display selected text in italic by selecting this option.
U Underline Underline the selected text by choosing this option.
S Strikethrough Place a line through selected text by choosing this option.
Text editor list option. Lists

Choose to format selected text as:

  • Unordered List
  • Numbered List
  • Outdent - This text editing fucntion moves text inward from the left margin, decreasing its indentation.
  • Indent - This text editing function moves text outward from the left margin decreasing its indention.
Text editor link option Link

Includes options to:

  • Insert Link - Opens a modal in which you can enter a URL and link Text to Insert into your message.
  • Unlink - Clickable if you have a link in the message. Click to remove link.
___ Line Click this option to add a horizontal line to your message.
Text editor align option drop-down menu. Align

Choose from the following options for selected text:

  • Align Left
  • Align Center
  • Align Right
  • Align Justify
Text editor size drop-down menu. Size

Change the size of the selected text including options from 10px -30px.

Also, find option to Remove Font Size in the drop-down menu.
Text editor text color picker. Text Color

Text

Change the text font color by selecting a color from the color picker.
Text editor text background color picker. Text Color

Highlight

Change the text background color by selecting a color from the color picker.
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Add hosted images to your document

You can add images to your documents using HTML mode and img tags. The images must be hosted elsewhere.
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Pasting text into the editor

Text formatting is sometimes carried over when pasting existing text into the text editor.

There are two ways to remedy this if the behaviour is not wanted:

  1. When you copy text from a different document, paste it into an external text editor and then paste this “plain text” into the editor. This removes any of the font types or size styles attached.
  2. You can remove carried-over text styles from within your current editor by directly editing the HTML as needed from the editor’s <> (HTML) menu button.

 

Next Steps

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Learn how to work with fields in waivers & documents with the next article in this series:

 

Frequently asked questions

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Where can I find this feature using the top menu?

  • Bookings > Waivers > Templates > Create Template
     
What more do I need to use this feature?