How to use WaiverSign Events
This feature in WaiverSign can be used as a way to group waivers by an event and export a list of attendees to a coordinator, even if they are not a user of your WaiverSign account.
Go to Create and Edit Events >> New Event
Set a name for your event. This will be visible to everyone
Warning: Do not change your event name after sending out the signing link as it will break the URL you just created and not connect it to your event.
There are three options you have when creating an event.
No dates will be used for this event - (Preferred) The event does not expire.
Create specific dates to associate with documents - The signer will be able to choose from a list of dates you specify. If the event dates have passed, then the event cannot be signed for.
Allow user to specify the event date when signing - Signer can specify which date they are signing for.
(Optional) Add a coordinator. This person can be anyone (internal or external of your business). The coordinator will receive email notifications every time a waiver for the event is signed. This is great when working with large groups such as schools, businesses, or churches, which may have a person coordinating the event and can ensure everyone has signed their waiver(s).
If you haven't already, you will need to publish your document before doing this step.
Go to Get Signing Link
Select all documents you want to apply to this event.
Choose one of the following:
Kiosk Mode - Made for kiosks or check-in desks. The page will refresh if no activity is detected for a period of time. Good for public locations where multiple users sign on one device.
Standard Mode - (Preferred) For users signing on their personal devices.
There are two options for connecting your document to an event:
Allow user to select from any event when signing
Associate document(s) with a specific event - (Preferred) You set the event to this signing link.
Once you have gone through these settings your URL will generate. You can share this URL with your signing audience.
Warning: Due to the length of the URL, characters may be cut off when shared. If users do not sign using the full signing URL, their documents will not link to the event.
For best results, use a link shortener. This will also allow you to customize and track click-throughs. As of this posting (12/20), the following sites have free options to shorten links: TinyURL, Bitly, or Owly.
Once you start receiving signatures for your event, they can be viewed by going to View By Event.
Can't find your event? If you have dates associated with your event, you'll need to expand the date range to those dates.
From here you can view your signature list, which contains a simple roster of who signed and what they signed for.
If you would like to see what questions were filled out, click Export Event Contacts, which will download a detailed CSV to your computer for you to use.
Signed Documents: Existing documents can also be manually assigned to an event, or reassigned to another event.
Forgot to assign to an event? No worries! You can assign documents to events through the "Signed Documents" section by using the "Edit" option under "Event Name."
1. Create your event
Go to Create and Edit Events >> New Event
Event Name
Set a name for your event. This will be visible to everyone
Warning: Do not change your event name after sending out the signing link as it will break the URL you just created and not connect it to your event.
Event Date
There are three options you have when creating an event.
No dates will be used for this event - (Preferred) The event does not expire.
Create specific dates to associate with documents - The signer will be able to choose from a list of dates you specify. If the event dates have passed, then the event cannot be signed for.
Allow user to specify the event date when signing - Signer can specify which date they are signing for.
Coordinator
(Optional) Add a coordinator. This person can be anyone (internal or external of your business). The coordinator will receive email notifications every time a waiver for the event is signed. This is great when working with large groups such as schools, businesses, or churches, which may have a person coordinating the event and can ensure everyone has signed their waiver(s).
2. Get Signing Link
If you haven't already, you will need to publish your document before doing this step.
Go to Get Signing Link
Select Documents
Select all documents you want to apply to this event.
Select Mode
Choose one of the following:
Kiosk Mode - Made for kiosks or check-in desks. The page will refresh if no activity is detected for a period of time. Good for public locations where multiple users sign on one device.
Standard Mode - (Preferred) For users signing on their personal devices.
Event Settings
There are two options for connecting your document to an event:
Allow user to select from any event when signing
Associate document(s) with a specific event - (Preferred) You set the event to this signing link.
Once you have gone through these settings your URL will generate. You can share this URL with your signing audience.
Warning: Due to the length of the URL, characters may be cut off when shared. If users do not sign using the full signing URL, their documents will not link to the event.
For best results, use a link shortener. This will also allow you to customize and track click-throughs. As of this posting (12/20), the following sites have free options to shorten links: TinyURL, Bitly, or Owly.
3. View signed waivers
Once you start receiving signatures for your event, they can be viewed by going to View By Event.
Can't find your event? If you have dates associated with your event, you'll need to expand the date range to those dates.
From here you can view your signature list, which contains a simple roster of who signed and what they signed for.
If you would like to see what questions were filled out, click Export Event Contacts, which will download a detailed CSV to your computer for you to use.
4. Moving Signed Documents to Events
Signed Documents: Existing documents can also be manually assigned to an event, or reassigned to another event.
Forgot to assign to an event? No worries! You can assign documents to events through the "Signed Documents" section by using the "Edit" option under "Event Name."
Updated on: 05/29/2024
Thank you!