The waiver editor will open and either display your PDF or a blank page.
To begin building the waiver you will use the drag-and-drop components on the right-hand side within the waiver editor.
Here's an overview of the components available to you:
Content: Allows you to add text sections, such as instructions or legal verbiage, to your waiver. Drag the content block onto the wavier, and use the expander to adjust the size of the content area. Then use the text input field on the right-hand side to insert text and adjust the styling.
Today’s Date: Automatically inserts the current date into the waiver, ensuring each submission is timestamped. By default, the SmartText for this datestamp is included in the input field for you. If you prefer to change the format of the date stamp, first delete the existing SmartText. Then click the 'INSERT' menu button, select 'SmartText', and then Timestamp. Use the dropdown within the timestamp dialog to select the formatting of your choice and click 'save and close'. For a full breakdown of this click here.
Image: Enables you to add images, such as logos or relevant visuals, to enhance the appearance of your waiver. Drag the image block onto the waiver, move it to the desired area, and then use the select image button to upload or select an existing file. Use the expander to adjust the size of the image.
Shape: This block allows you to insert a blank space to cover existing content that may not be relevant or to control design and layout. Move your shape over the area you want to cover, use the expander to adjust the size, and then update the color of the shape to match the background of the waiver.
Simple Input: These are basic text fields for capturing straightforward information like names and contact info. Drag the 'Simple Input' block onto the waiver and then use the dropdown for 'Contact Field' to select the data field you want to use for this section. By default, the placeholder text will be set for you, but you can edit this if you feel necessary. Then determine whether this field is required to complete the waiver.
Advanced Input: Designed for more complex data collection, such as dropdown selections, multi-select options, or any other custom field created within your account. Use the 'Select a Field' button to open the Field Selection dialog. Click the dropdown to choose the field you want to use.
Contact Photo: This provides an option for users to upload a photograph, which can be particularly useful for identification purposes. By default, the 'Profile Image' field is selected for you. If you have created a separate custom field for this use you can click the pencil icon to edit the selected field for this function. If you are changing the data field, ensure you select the input type as 'upload'. Then if necessary you can use the 'GET SMARTTEXT' button to automatically insert the SmartText data for this field.
Checkbox: Ideal for yes/no questions, agreements, or to acknowledge understanding and acceptance of terms. Drag the block onto the waiver, then select which data field should store a value for checking this box and whether the checking of the box is required to complete the waiver.
Signature: A crucial component that captures a digital signature, making the waiver legally binding. You can add as many signature fields onto the waiver as needed. You can also have different signatures within one singular waiver. To accomplish this when adding each additional signature block onto the waiver click the 'All elements with this key can use the same value:' setting to choose a different 'shared key' for each signature. The more signature blocks you add to the waiver the more keys become available in the dropdown.
These components are designed to ensure that you can tailor your digital waiver to meet the specific needs of your business and your clients, making the process as comprehensive and efficient as possible. Configure the fields and settings for each component to capture the specific information you need, whether it's participant details, consent checkboxes, or legal acknowledgments.
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