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. To do this. please copy the following code snippet, click the Source Code from the < > icon in the formatted paragraph text module, and paste; replacing the highlighted text with your video's url.
** This module is included with CSV data export and with Zapier, and can be used in other applications.