Waiver Management

Quick Answer: Waiver Management

Waiver Management builds waiver templates, tracks signatures, sends reminders, and exports signed PDFs for volunteer and event compliance. Administrators configure fields and expiration rules. Participants sign through Digital Waivers, event registration, the volunteer portal, or Sign Waivers when a waiver was assigned to them.

Requires Plus, Pro, or Enterprise. Open from Administration → Waiver Management. This is not a Tools hub tile. Pair with Volunteer Applications when new volunteers must sign before approval and Events Overview when waivers gate ticket checkout.

Waiver Management

Create waiver templates, attach them to volunteer or event flows, and export compliance PDFs. Directors typically own this page. Signing your own assigned waiver happens in Sign Waivers, not here.

Admin workflow

1. Create or edit a waiver template
2. Attach it to volunteer or event flows
3. Monitor unsigned participants and send reminders
4. Export signed PDFs for audits

Good to Know

Plus or above. Signed waivers stay linked to volunteer and event records for compliance review. If Administration says a teammate still needs to sign, send them to Tools → Sign Waivers rather than this template editor. Related: Sign Waivers, Volunteer Portal.