How to convert a PDF to a Waiver?

This tutorial will take you through the step by step process of converting a PDF into a Waiver

1. Log into your CityGro account, then click on the Waivers module on the left side of the screen
   
   
   
2. Click on the orange + Create Waiver button at the top right of the screen
   
   
   
3. You will be prompted if you'd like to create a waiver From Scratch or Upload a PDF
   
   
   
   
4. Once selected, the edit screen will load. This is where you will be converting the PDF to a digital Waiver
   
   
   
5. At the top, name the waiver. Keep it nice and simple
   
   
   
   
6. At the right, you will see 3 tabs: Insert, Page, and Element
   • Insert:
     • Content: You can add a text box anywhere on the document
     • Today's Date: Will auto-populate the date the waiver is accessed/signed
     • Image: How to import an image
     • Shape: You can add a box to your waiver cover up anything you'd like
     • Simple Input: 
     • Advanced Input: This is where you can assign a Field so when a customer fills it out, the system will know what to connect that data with. (Make sure the Field is created before, Click Here for tutorial)
     • Contact Photo: 
     • Checkbox: Lets your customers checkbox 
     • Signature: Lets your customers sign the waiver
   • Page:
     • You can filter out pages to only show to specific customers
   • Element:
     
     • Lets you see the details of what you have selected
       
       
7. Go ahead and fill out the PDF file with the previous step so it captures all the needed information. Once filled out how you'd like, the waiver is completed. 

Congratulations, you did it!

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