Assigning, Managing & Viewing Digital Documents

  • Updated

Assign Documents to Rentals & Activities

After creating a Digital Document, you'll need to assign it to the appropriate rental or activity.

Navigate to:

Settings → Rentals (or Tickets for tour operators)

Select your rental or activity.

Select the Waivers tab.

Assign one or more Digital Documents.

Once assigned, customers will automatically receive links to complete the required documents after booking.

Digital Documents - Assign to Rental.png

Assign Digital Documents to your Rentals or Activities


Viewing Completed Documents

Completed Digital Documents are stored with each reservation.

To view them:

  1. Open the reservation.
  2. Navigate to the Documents section.
  3. Select the View icon.

The view option allows you to download the document if needed.

Digital Documents - signed on the order.png

Manually Sending a Document Link

Each document has a shareable link available from:

Settings → Waivers & Agreements → Select Document → Link

This link can be emailed or shared directly.

Note: Documents completed using this standalone link are not automatically attached to a BookingCentral order.

Digital Documents - Link to waiver.png

Access a Link to each Digital Document from the Settings


Linking an Existing Document to an Order

If a customer completed a document that was not attached to an order:

  1. Open the order.
  2. Go to the Documents section.
  3. Select Search.
  4. Search for the customer.
  5. Select Add.

The completed document will now be associated with the reservation.

Digital Documents - Search waivers.png

Digital Documents During Check-In

Signed Digital Documents are available during both web-based and mobile Check-In, allowing staff to quickly verify that all required documentation has been completed before the rental or activity begins.

Digital Documents at Check In.png

Verify Digital Documents at Check In


Related Articles:

Waivers & Agreements (Digital Documents) Overview

Creating & Configuring Digital Documents

Advanced Digital Document Features

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request