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How to work with sent and submitted waivers & documents

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Managing sent and submitted waivers and documents is crucial for maintaining organized, compliant, and easily trackable bookings. This guide walks you through how to view, verify, download, and manage all associated documents directly with bookings, helping you streamline your workflow and ensure every booking is appropriately supported.

Learn how to:

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

 

Working with sent & submitted documents

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Access and work with your sent & submitted documents by following these steps:

  1. Go to the Waivers & Documents area (Booking > Waivers).
  2. Select Sent & Submitted from the left-side menu.
  3. Click on the Booking ID to go directly to the booking where the waiver is attached. 

    All Documents page showing a highlighted booking ID under the booking column with an arrow pointing to it.
     
  4. Under the Documents tab, you see a list of attached waivers with options to view document listings and expanded details, view documents, print (download and save to PDF), verify, and detach documents. You can also disable the reuse of documents, should you have previously set the document to apply multiple bookings.
     
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 Search listed documents by Name, Email, Booking ID, and Document ID using the Search Documents search field.
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You can also find step-by-step instructions on other features under the Documents tab here:

Viewing document within the booking invoice with expanded details

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You can view additional information and access options for each waiver by referring to the document listings.

Waiver details screen with a number of documents listed.
 

Click the downward-facing arrow on the right-hand side to expand and view additional information regarding the waiver in question. 

Waiver details screen highlighting the expand arrow icon for additional document options.


This expanded section includes document signatures, as well as created, updated, and due dates.

Waiver details page showing expanded document information including attendee name, signature, timestamps, and status marked as completed.

Viewing documents

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Click the View button at the right-hand side of the document listing to access the document in full.

Waiver details page displaying the completed status and a highlighted view button with an arrow.


From the document view, you can view, print, or save the document as a PDF as described below.

Preview of full sample waiver.

From the document view, you can also access the related Booking Invoice by clicking the Receipt button.


Printing, downloading, and saving documents to PDF

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To print, download, or save your document to PDF, follow these steps.

  1. Click the View button to see the document in your browser window.

    Waiver details page displaying the completed status and a highlighted view button with an arrow.
     
  2. Click the Print button on the right to view the document in your browser document viewer.

    Completed waiver view page highlighting the print button on the right side of the screen.
     
  3. From where you can print, download, or save your document as a PDF.

    Waiver document in browser document preview.

Verifying documents

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Verify the attached document by checking the Verify option to the right of the Attendee details. If you check the Verify checkbox, the label changes back to Verified.

Staff need to verify completed waivers to ensure they’re valid, accurately signed, and meet legal or insurance requirements. This option helps maintain accurate records and prevents issues during check-in or service delivery.

Waiver details page highlighting the verify checkbox beside the attendee’s name. 


Detaching documents

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Expand the View dropdown menu to Detach the attached waiver. 

Detaching allows them to correct mistakes, maintain accurate records, and ensure that only the appropriate waivers are associated with each booking.

Documents tab of Booking Invoice with annotation pointing to 'Detach' option.

Disabling reuse of documents

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You can also choose the Disable Reuse option to prevent the document from being applied to future bookings. This feature is visible if you have previously set the waiver to apply to multiple bookings.

Waivers-disable-reuse-3.png

You can reinstate the ability to reuse the document by selecting the Allow Reuse option that displays after you have disabled the feature.
 

Frequently asked questions

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Where can I quickly find this feature using the menu?

  • Booking > Waivers > Sent & Submitted > Booking ID > Documents

What permissions do I need to use this feature?