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How to filter your sent and submitted waivers & documents

Updated

Easily find the right waiver or document by filtering and searching your list using dates, statuses, templates, or keywords.

Learn how to filter sent and submitted documents, including filtering by date, status, and template, as well as searching by keyword, or find answers to frequently asked questions.

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

 

Filtering your document list

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When viewing the All Documents page, you can filter the list of documents in various ways by following these steps:

  1. Go to the Waivers & Documents area (Booking > Waivers).
  2. Select the Sent & Submitted option from the left-side menu, if not already selected by default.
  3. Choose your desired filters and view the results in the documents table.

Filtering by date

You can filter the All Documents list by Date Created, Updated, or Completed using the Date drop-down menu. 

Dashboard showing the date filter menu expanded with options to filter documents by created, updated, or completed dates.

Filtering by date presets

Use the Date drop-down in combination with the preset options in the second drop-down menu next to the Date drop-down, which include: Today, Yesterday, Last week, Last 7 days, Last month, Last 30 days, or All. 

For example, you can filter by 'Date: Created Today' to view all documents created on the current date.

Dashboard showing the duration filter menu expanded with options such as today, yesterday, last week, and last 30 days.

Filtering by custom dates

If you're looking for a more specific date range, choose the Custom option and select a start and end date from the provided calendars. Click the Done button to apply your date selections.

Dashboard showing the custom date range filter with an arrow pointing to the date selector.

Filtering by status

You can filter the documents list by status by selecting the checkbox next to the necessary status(es) to filter the documents list. The possible list of statuses includes Completed, Pending, New, Expired, and Voided.

Dashboard showing the status filter menu expanded with multiple status options.

Filtering by template

You can filter the documents list by template type. Select the type from the Template drop-down menu.

Dashboard showing the template filter menu expanded with a list of available templates.

Searching by keyword

Finally, you can search for a specific document(s) by typing your search term into the field provided. In the screenshot example above, we are seeking documents related to the guest, Ronnie Kunze.

Available search terms for documents include Name, Email, Booking ID, and Document ID.

Dashboard showing filtered document results after entering a name into the search field.

 

Frequently asked questions

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Where can I quickly find this feature using the menu?

  • Booking > Waivers > Sent & Submitted > All Documents

What permissions do I need to use this feature?