Updating your digital waivers is crucial to keeping your documents accurate and compliant with any changes in your services, policies, or legal requirements. This guide provides a step-by-step approach to editing an existing waiver in Patch Retention, ensuring your waivers remain up-to-date and reflective of your current business operations.
Access Your Waivers
Log In: Begin by logging into your Patch Retention account.
Navigate to Waivers: Once on the Waivers main view page, this area houses all your created waivers.
Locate the Waiver to Edit
Find Your Waiver: Browse through the list of available waivers to find the one you wish to edit. You can use the search bar to quickly locate a specific waiver by name.
Select the Waiver: Once you've found the waiver, click on the ‘pencil’ icon to open the waiver editor.
Edit Your Waiver
Make Your Edits: Within the waiver editor, you can modify any part of the waiver. This includes text changes, updating terms and conditions, adding or removing fields, and adjusting the layout.
Text Changes: Click on any text block to edit the content. Make sure your revisions are clear and concise.
Update Fields: Add new fields by selecting the appropriate field type from the side menu and dragging it onto the waiver. To remove a field, click on it and then select the delete option.
Layout Adjustments: Rearrange the layout by dragging and dropping sections or fields to new positions to improve readability or flow.
Review Your Changes
Preview the Waiver: Utilize the shareable SmartLink provided in step 5 to view the waiver as your clients will see it. Ensure all changes appear as intended and the document is free from errors.
Test Functionality: If you've added new fields or changed the waiver's structure, use the shareable URL to fill out the waiver to test its functionality and ensure all fields work correctly.
Save Your Edits: After reviewing and ensuring all changes are accurate, click the 'Save' button to update the waiver.
Notify Your Clients (If Required)
Communicate Changes: Depending on the nature of the updates, you should inform your clients about the changes to the waiver, especially if it affects their rights or obligations.
Resigning Waiver: Also, decide if everyone who has signed this waiver needs to resign based on your changes. If so, utilize the settings under step 2 to set this waiver to need to be resigned if signed before the date you are making your changes.