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  4. Using waivers & documents

How to sign waivers & documents (from the guest's perspective)

Updated

With an easy-to-use digital signing flow, guests can quickly review and sign documents, helping you collect complete and compliant waivers every time

Learn how to sign a document and the options available after signing is complete, or find answers to frequently asked questions.

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

 

Signing documents

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Your guest follows these steps to sign a document:

  1. Complete and submit a product booking, and then the guest may sign the required waiver.

  2. Click the signature area in the waiver to open the signature window.

    A waiver form shows a required full name field and an empty signature box with a Click to Sign button indicated by an arrow.
     

    Callout icon of a triangle with an exclamation mark, indicating an alert or warning.

    Document must contain a signature field
    Ensure that your document includes a signature field; otherwise, the signing area will not be included in the live document.

    The default signature field is represented by the variable: {$field id="primary_signature"}.

     

  3. Hold down the mouse button and drag the cursor to sign the document. If the signature doesn’t look right, click the Retry button to clear the workspace and try again!

    A signature capture window displays a handwritten signature with options to cancel, retry, or add the signature.
     
  4. Click the Add Signature button to insert the signature into the document when happy with the result.

  5. Click the Submit Document button when the green status bar at the top of the page indicates that all sections are complete and the steps are finished.
     

    A filled waiver shows a signature, electronic signature consent, and a Submit Document button indicated by an arrow.
     

    Callout icon of an I inside a circle, indicating a note.

    Missing info highlighted

    If the guest clicks the Submit Document button before the steps are complete, the document highlights the missing information, and they must provide the information before proceeding.


    A completed waiver displays a large green checkmark with options to print, save as PDF, continue to the receipt, or return to required documents.
     

  6. View the Complete! page where the guest may print or save the document for future reference. Then, continue to the receipt page or return to the Required Documents step if there are more documents to sign.
     

    Callout icon of an I inside a circle, indicating a note.

    Completion email sent to operator

    A waiver copy is NOT sent automatically to the booker when the document is signed.

    However, if the booker sends the document to other guests, when the guest signs the document, a completion email is sent to the operator.

 

Frequently asked questions

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What permissions do I need to use this feature?