How to import and edit your WaiverSign document

This guide walks through every step of creating and configuring a document in WaiverSign, from importing your content to sharing a signing link.

Finding a Suitable Document

The easiest way to add your document to WaiverSign is by copying the text from an existing file and pasting it in. Most common file types work, including .pdf, .docx, and .txt. If your document doesn't allow copying (for example, a scanned PDF), try running it through an OCR converter. Google Drive offers a free option.

Adding a New Document

1. Navigate to Create & Edit Documents > New Document.
2. Enter a Document Name. This title will be visible to people signing your document.
3. Paste your waiver content into the Document Content area. We recommend pasting one paragraph at a time so you can catch formatting issues as you go.

The formatting toolbar above the content area lets you add links, bold text, and change font size.

Adding Accept/Decline or Initials Sections

If your waiver has important points you want signers to acknowledge individually, you can add additional sections with initials or accept/decline options. Each section has three modes:

• Require Participant Initials: The signer must initial this section to complete the waiver.
• Allow Participant to Accept or Decline: Good for optional items that don't invalidate the waiver. For example, a participant agrees to go rafting but declines to have their photo shared on social media.
• Do not display Initials or Accept/Decline buttons: The section functions the same as the main Document Content area.

Expiration Options

You have two choices:

• 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 set the duration, and expired documents will show their status on the Signed Documents page.

Starting Adult Age

The default starting adult age is 18 but can be changed if your use case requires it (for example, a 21-and-over trip or a car rental agreement).

Signing Options

Not all documents are appropriate for every audience. You can control who can sign by toggling these options:

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

Signature Authorizations

Your document includes two authorization sections to review when setting up:

• Electronic Signature Authorization: The signer agrees to electronic signatures and any additional terms you include here to supplement your document content.
• Parent/Guardian Authorization: This section appears only when a parent or guardian is signing on behalf of a minor. It confirms the signer is of appropriate age and is the legal parent or guardian of the minor.

You may use the default content in these sections, but do so at your own risk. Consult your legal counsel for assistance with authorization language.

Additional Information

You can add a header image and introductory text that will appear above your waiver on the signing page. Configure this in the Additional Information section of your document editor.

Standard Fields

Standard fields control what information is collected from each signing group (adults, minors, guardians). First name, last name, and email (for adults) are always required and cannot be turned off. All other standard fields can be toggled on or off and set as required or optional.

To change which signing groups are available, see the Signing Options section above.

Custom Fields

If you need to collect information beyond the standard fields, you can create custom questions. Four field types are available:

Text allows a short response.

Text Area allows a longer response.

Checkbox lets the signer choose multiple options from a list.

List lets the signer choose a single option from a dropdown.

Notifications

To receive an email whenever someone signs your document, add notification recipients in the Notifications section of your document editor. You can add multiple email addresses. Save and publish when finished.

Removing a notification from a single document:

1. Navigate to Create & Edit Documents and select your document.
2. Scroll to the Notifications section.
3. Click the X next to the contact you want to remove.
4. Click Save, then Publish to apply the change.

Removing a notification from all documents at once:

1. Navigate to Settings > General > Notifications.
2. Click the trash icon next to each contact you want to remove.

Previewing and Testing Your Document

Before sharing your document, preview it to see how it will appear to signers.

1. Scroll to the bottom of your document editor and click Publish to save your changes.
2. Click Preview to view the live document.

To test how your document looks on different screen sizes, use Chrome's device toolbar (open Developer Tools, then click the device toggle icon).

Sharing Your Document

Once your document is published, navigate to Get Signing Link to create a URL you can share with signers. For detailed instructions, see How to create a WaiverSign signing link.

If you are still experiencing issues, contact our Support Team.

Updated on: 06/19/2026