Manage Waiver Templates

If your plan includes template management, the Templates tab inside Documents lets you control which waiver file is used by default.

1. Open the Templates tab

Inside Documents, switch from Waivers to Templates.

This area is for admin setup, not day-to-day waiver chasing.

Use it when you need to manage the underlying documents your business sends for signature.

2. Create a new template

Click New Template to add another waiver file.

This is useful when:

• you operate multiple waiver versions
• your legal language changes
• you need to replace an older document with a cleaner one

After creation, the template appears in the saved template list.

3. Review the saved template list

Each saved template shows metadata like:

• template name
• default status
• source PDF link

This makes it easy to check which file is currently active without opening each one.

4. Set the default template

Use Make default on the template you want new flows to use.

Only one template should be treated as your main live waiver at a time unless you have a very specific operational reason to swap.

5. Edit or delete old templates

Use Edit if you are updating an existing template.

Use Delete only when you are sure the template is no longer needed.

As a general rule:

• keep the default template clean and current
• remove outdated files once you know they are no longer part of your process

Quick tip

Before making a new template default, preview the source PDF so you do not accidentally roll out the wrong legal version.