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How to export your waivers & documents list

Updated

Export your waiver and document activity for reporting, auditing, or record-keeping with flexible options for the export file.

Learn how to export the document index list and explore available export options, or find answers to frequently asked questions. 

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 Do you need to export ALL completed guest waivers in full, not simply the document index?

As waivers generally contain personally identifiable information, the requested waivers must be delivered via secure drive.

You can request an export of completed waivers from our Technical Support team. 
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Are you new to waivers & documents? Learn more via the following article:

 

Exporting the document index

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Export the documents list by following these steps:

  1. Go to the Waivers & Documents area (Booking > Waivers).
  2. Select Sent & Submitted from the left-side menu. 
  3. Click the Export button to open the Export modal.

    Waivers and Documents page showing the All Documents table with an arrow pointing to the Export button.
  4. Specify your Save As, Format, Save To, Columns, Max Rows, and Formatting selections. Learn more about the export settings below.
  5. Click the Export button to start the document export.
     
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 Before exporting, you may filter results by date, status, template type, and other criteria.

 

Understanding the export modal settings

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Export settings window displaying options for file format, save location, columns, and row selection.

 

Specify your export file preferences, using the following settings:

Field Description
Save As Specify the name of the export file. By default, the file name is Document Index appended by the applicable date range. You can edit the file's name by focusing on the Save As field and entering a different name.
Format Export report to MS Excel (XLSX), CSV (Comma-separated Value), PDF (Portable Document Format), or XML (eXtensible Markup Language).
Save To Save the report to My Computer, Email, or Google Drive.
Columns Choose to export Visible columns or All columns (if there are columns you have chosen to hide in the online report view).
Max Rows Limit the maximum number of rows to export (Max Rows) or Export All Rows.
Formatting

Use the ISO Dates setting to choose the format of dates within the export.

  • When selected, you see the format YYYY-DD-MM, for example, 2020-06-09.
  • You see the format configured with the Date Format setting (Account > Setup > Locale) when not selected. 
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Email exports are links to Google Cloud

Emailed exports are sent as links to the files securely hosted in Google Cloud Storage.

 

Frequently asked questions

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Where can I quickly find this feature using the menu?

  • Booking > Waivers > Sent & Submitted > Export

What permissions do I need to use this feature?