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  4. Using waivers & documents

How to preview waivers & documents

Updated

Quickly preview your waiver and document templates to verify layout, test fields, and ensure every customer sees precisely what you intend.

Learn how to preview waiver and document templates or find answers to frequently asked questions.

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Are you new to waivers & documents? Learn more via the following article:

 

Previewing documents

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Preview a document template by following these steps:

  1. Go to the Waivers & Documents area (Booking > Waivers).
  2. Select Templates from the left-side menu.
  3. Open the existing template you wish to preview.
  4. Click the Preview button at the bottom of the menu to open the document preview.

    Waiver template editor showing the preview button highlighted with an arrow at the bottom right corner.
     
  5. View the left panel showing the document you are working on. 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! 

    Waiver preview form showing the full name and signature fields with an arrow pointing to the left side of the page.
     
  6. View the right panel, which shows a list of steps that the customer must complete to submit the document. 

    As the customer completes each step, a checkmark appears next to the completed step, and the status bar at the top advances.

    The system adds additional steps to the list for any steps related to repeated sections. The number of steps depends on how often the customer repeats the section.

    Waiver preview form displaying full name and signature fields with an arrow pointing to the right side of the screen.
     
  7. Click the Back to Template button to return to the document editor.

    Preview screen of a sample waiver form showing a back to template button highlighted with an arrow at the bottom left.

 

Frequently asked questions

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Where can I quickly find this feature using the menu?

  • Booking > Waivers > Templates > Create or edit template > Preview

What permissions do I need to use this feature?

  • Admin permissions to manage waivers or restricted permissions to View documents and Manage document templates.