Document Builder Guide

This is where you build your waivers. Although it may look complicated, it's actually very straight forward and simple. 

Types of Modules:

Formatted Paragraph Text: Use this module to enter your waiver text. You can type of paste your waiver, format the text, add numbered lists, embed videos and more. 

Short Text Field: Use this module when asking a question.**

    🚨 Please do not collect passwords, credit card or social security numbers in your waivers. 

Large Text Box: Use this module when you would like your participant or customer to enter a long answer.**

Checkbox: Use this module when you would like your participants or customers to check and acknowledge something.**

Dropdown List: Use this module if you would like your participants or customers to select from a list, or use for Yes / No questions by deleting one of the default placeholders and making the choices Yes & No.**

Signature or Initials: Use this module if you would like your participants or customers to initial or sign in additional places in your waiver. All waivers have a preset final signature that cannot be removed, and this module allows for you to add more. 

Photo Upload: Use this module for ID or insurance document uploads. Images uploaded through this module are embedded into the waiver and also saved as an attachment for each contact.**

Space: Use this module to add space between modules or sections or adding a horizontal line.

You can manually embed YouTube videos into your waiver that will auto resize to fit different sized screens. Please Right-ckick here and open in a new tab for full documentation.

<code><div style="width: 100%; min-width: 300px; max-width: 800px; margin: auto;"> <div style="position: relative; width: 100%; overflow: hidden; padding-top: 56.25%;"> <p><iframe style="position: absolute; top: 0; left: 0; right: 0; width: 100%; height: 100%; border: none;" src=" YOUTUBE EMBED LINK" width="560" height="315" allowfullscreen="allowfullscreen" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture"></iframe></p> </div> </div>

** This module is included with CSV data export and with Zapier, and can be used in other applications.

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