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How to copy waivers & documents

Updated

Create new waiver templates more efficiently by duplicating existing ones, ideal for managing similar documents across various products.

Learn how to copy 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:

 

Copying templates

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If you have several products in your inventory, you can use a different document template for each. These templates may be very similar, but the wording differs slightly.

Copying a template creates an exact copy of the template you are working on, with the copy open in edit mode. 

Copy 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 duplicate.
  4. Click the More option from the bottom menu to display additional options.

    Waiver document editor showing the More menu option at the bottom right corner of the page.
     
  5. Select the Copy option to start the duplication process. The new template's title remains the same as before, preceded by Copy of.

    Waiver editor screen displaying the Copy and Disable options expanded from the More menu.
  6. Click the Save button to keep your changes and the new copy.

 

Frequently asked questions

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Where can I quickly find this feature using the menu?

  • Booking > Waivers > Templates > Create or edit template > Menu > Copy

What permissions do I need to use this feature?

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