How to import and edit your WaiverSign document

How to import or edit your document in WaiverSign. Set up notifications, change who can sign your waiver, and more!


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Table of Contents


Finding a suitable document

The easiest way to add your document is by copying the information and pasting it into WaiverSign. Some examples of suitable file types are .pdf, docx, .txt, etc. If your document does not allow for copying, you can try running it through an OCR converter. Google Drive has a free option. 


Note: We recommend your waiver is something that has been reviewed by legal counsel familiar with your business industry and laws in your state/province. For more information click here. 


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Adding a new document to WaiverSign

Go to  CREATE & EDIT DOCUMENTS >> New Document


Document Name

Give your document a title. This will be visible to the people signing your document.


Document Content

Add the text from your waiver here. We recommend copying one paragraph at a time so you can catch any formatting issues you see when pasting it into your new WaiverSign document.


Be sure to scroll down to the bottom of the page and save your changes as you move through each part of the document. 



Tip: Have formatting issues? You can paste without formatting using your keyboard. Windows: CTRL+Shift+VMac: Option+Shift+Command+V


Using the formatting toolbar, you can add links, bold your text, or change the font size.



(Optional) Adding accept/decline or initials

If parts of your waiver have important points that you want to ensure are read by the signer, you can add a new section to ask for initials. 



This section allows for the following options:


  • Require Participant Initials: The signer's only option is to agree and must be filled out to sign their waiver. 
  • Allow Participant to Accept or Decline: Great for things that wouldn't negate the waiver, like add-ons.
    Example: A participant would like to go rafting, but declines having their picture on social media.
  • Do not display Initials or Accept/Decline buttons: This section functions the same as the first text area under Document Content.


This is how they appear on your published document:



Tip: Try to keep the initial/accept/decline sections short to make it easier to read. 


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Settings

Expiration Options

You have two options:

  • Document does not expire or must be signed each time prior to participation - This is the default
  • Signed document is valid for a set number of days - You can set the waivers to expire. To see the status of a waiver, go to the Signed Documents page and search for the name or email.


Starting Adult Age

The default is 18 but can be changed if necessary. 
Some examples for changing this are:

  • 21 and over trip
  • Car rental agreements


UPDATE: As of June 2021, Date of Birth is no longer a mandatory field. Do keep in mind that by turning off this field, you can not enforce the Starting Adult Age feature of WaiverSign so it's recommended to avoid turning off DOB unless you've consulted legal counsel. If you need to verify Starting Adult Age, keep DOB as "required" in your document field settings.


Singing options - Adults, Minors, Guardians

Not all waivers are suitable for every audience. You can set who can sign by toggling on/off the following options:

  • Document can be signed for adults: Adult is signing for themselves
  • Document can be signed for minors: Adult is signing on behalf of the minor. The adult is not participating.
  • Document can be signed for adult with accompanying minor: Adult is signing on behalf of the minor and themselves.


UPDATE: As of June 2021, Date of Birth is no longer a mandatory field. Do keep in mind that by turning off this field, you can not enforce the Starting Adult Age feature of WaiverSign so it's recommended to avoid turning off DOB unless you've consulted legal counsel. If you need to verify Starting Adult Age, keep DOB as "required" in your document field settings.


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Signature Authorizations

There are two sections here that you will need to review and agree to when setting up your document. 

  • Electronic Signature Authorization - Signer is agreeing to electronic signatures AND any other terms that you include here to supplement the content of your document.
  • Parent/Guardian Authorization - This section will appear ONLY when a parent or guardian is signing on behalf of a minor. It is designed to affirm that the parent or guardian is of the appropriate age to sign this document and is in fact the legal parent or guardian of the minor for whom they are signing.


You may use the content in these sections but do so at your own risk. Please consult directly with your legal counsel for assistance with your document content, signature authorization, and parent/guardian authorization.


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Additional Information

You can add an image and some additional text that will appear above your waiver on the signing page. For more information click here.


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Standard Fields

You can set which fields you want to appear for each signing group. The required fields that are grayed out cannot be changed. Those fields are first name, last name, and email (for adults). Anything else can be adjusted. If you need to change who can sign your waiver, please see Signing Options.


UPDATE: As of June 2021, Date of Birth is no longer a mandatory field. Do keep in mind that by turning off this field, you can not enforce the Starting Adult Age feature of WaiverSign so it's recommended to avoid turning off DOB unless you've consulted legal counsel. If you need to verify Starting Adult Age, keep DOB as "required" in your document field settings.



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Custom Fields

Does your document have questions not covered with standard fields? Set up custom questions! You can have custom fields with any of the following options:

  • **Text **- Enter a short response.
  • Text Area - Enter a longer text response.
  • Checkbox - Choose multiple options from a list.
  • List - Choose a single option from a list.
Note: Clicking "Edit Fields" will redirect you to Settings>>Custom Fields. If you have changes that need to be saved, a popup will appear before taking you to that page.


  • For more information on how to set up your custom fields, please see this article.


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Notifications

Would you like to be notified whenever someone fills out a waiver? Add your email(s) here to notify everyone who needs to know when a waiver has been signed.  Save and publish when finished. 



Delete Notifications

From individual documents

  • Create & Edit Documents >> Name of your document >> Notifications - To the right of each notification contact is an X. Click that to remove them from the document. Remember to SAVE then PUBLISH to update the change. 


From all documents
You can easily remove a contact from receiving notifications on all documents in one place. Go to Settings >> General >> Notifications and click the trash icon on each contact you want to remove.


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Previewing & testing your waiver

Before sending out your waiver, look over how it will appear for your audience. Scroll to the bottom of the page to publish your changes, then click preview to see the live document. 


If you would like to see how your document appears on different screen sizes, you can do this in Chrome. 


Please note: There is no option to delete test documents at this time.  If everything on your documents looks okay and you don't want to save it, click cancel or close the browser tab.


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Sharing your waiver

View the link to share your waivers(s) by going to Get Signing Link. For more information, please see this article. 


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Updated on: 05/29/2024

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