How to Edit an Existing Waiver in Patch Retention

Updating your digital waivers is crucial to keeping your documents accurate and compliant with any changes in your services, policies, or legal requirements. This guide provides a step-by-step approach to editing an existing waiver in Patch Retention, ensuring your waivers remain up-to-date and reflective of your current business operations.

Access Your Waivers

Log In: Begin by logging into your Patch Retention account.

Navigate to Waivers: Once on the Waivers main view page, this area houses all your created waivers.

Locate the Waiver to Edit

Find Your Waiver: Browse through the list of available waivers to find the one you wish to edit. You can use the search bar to quickly locate a specific waiver by name.

Select the Waiver: Once you've found the waiver, click on the ‘pencil’ icon to open the waiver editor.

Edit Your Waiver

Make Your Edits: Within the waiver editor, you can modify any part of the waiver. This includes text changes, updating terms and conditions, adding or removing fields, and adjusting the layout.

Text Changes: Click on any text block to edit the content. Make sure your revisions are clear and concise.

Update Fields: Add new fields by selecting the appropriate field type from the side menu and dragging it onto the waiver. To remove a field, click on it and then select the delete option.

Layout Adjustments: Rearrange the layout by dragging and dropping sections or fields to new positions to improve readability or flow.

Review Your Changes

Preview the Waiver: Utilize the shareable SmartLink provided in step 5 to view the waiver as your clients will see it. Ensure all changes appear as intended and the document is free from errors.

Test Functionality: If you've added new fields or changed the waiver's structure, use the shareable URL to fill out the waiver to test its functionality and ensure all fields work correctly.

Save Your Edits: After reviewing and ensuring all changes are accurate, click the 'Save' button to update the waiver.

Notify Your Clients (If Required)

Communicate Changes: Depending on the nature of the updates, you should inform your clients about the changes to the waiver, especially if it affects their rights or obligations.

Resigning Waiver: Also, decide if everyone who has signed this waiver needs to resign based on your changes. If so, utilize the settings under step 2 to set this waiver to need to be resigned if signed before the date you are making your changes.