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New Feature: Collect Waivers Directly in Online Actions Forms 

 

Managing volunteer and event participation just got easier! You can now add Waivers directly to your Online Actions forms and collect either typed or hand-drawn signatures at the point of submission. 

This means you can seamlessly capture important acknowledgements such as: 

  • Liability release forms 

  • Media release forms 

  • Background check acknowledgements 

No more juggling paper waivers or separate signature tools — everything is stored digitally and tied directly to each contact’s record. 

 

How It Works 

When you build a new Online Actions form, you’ll see an option to add a Waiver section. Simply enter your legal text, choose whether to require typed or hand-drawn signatures (or both), and publish the form. 

Once someone signs and submits, their waiver is automatically saved as a PDF in their contact record, ensuring you always have a copy on file. 

 

Stay on Top of Waiver Tracking 

Reporting is built right in: 

  • Use filters in the Online Activity, Ticketed Guest, and Stories reports to see who has signed. 

  • Add a “Waiver Signed” column to make tracking simple. 

  • Export signed waiver PDFs in bulk when you need a full set of records. 

 

Easy Access on Contact Records 

From the contact record, you can quickly check whether someone signed a waiver in their Activity Feed. You can also download the signed waiver PDF directly from the Attached Files section. 

 

📖 For step-by-step instructions, visit our Help Center guide: Understanding Waivers in Online Actions Forms

 

This new feature streamlines the way you manage legal acknowledgements, making it easier than ever to collect, track, and store waivers — all in one place. 

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