Adding Financial Data to Waiver Submissions

If you need to include financial details with a waiver submission, you can enable this option during template creation.

How to Enable:

  • While creating your waiver template, check the box labeled “Add Financial Data.”

Once enabled, admins will be prompted to enter financial information during the waiver signing process.

Screenshot of the Waiverly template creation screen showing the checkbox to include financial data entry, protected by admin PIN.
Enabling the “Add Financial Data” option during waiver template setup for on-site submissions.

Important:

  • This feature is PIN protected to ensure only authorized admins can input financial data.
  • Only suitable for on-site submissions.
  • Do not enable this option if the waiver will be completed remotely or shared via a form link without an admin present.
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