Keep signed forms organised
Associate waiver records with the relevant participant and activity.
OPERATIONS · WAIVER RECORDS, SEARCH AND EXPORT
Find the signed waiver when your team needs it.
Keep signed forms with participant and activity context so authorised staff can find the relevant record.
What you can do
Find the required record
Give authorised staff a practical way to locate it.
Confirm record handling
Review the available export, retention and access settings for your setup.
SEE THE WORKFLOW
See the task
from start to finish.
A name, an email attachment and a booking number in different places make retrieval harder than it should be.
HUBSTEER IN ACTIONInteractive example
Waiver records, search and export
An example from a tour business.
Illustrative example · You choose which actions to enable.
Before you enable the workflow
Confirm the search and export options your staff need during setup.
Agree who can retrieve records and how long they are retained. Check export and deletion requirements before relying on the system for your record process.
COMMON QUESTIONS
A little clarity.
Before you get started.
Answers to the questions that help you choose your next step.
Review the supported PDF and data export options, record coverage and access rules for your setup. Confirm those requirements as part of onboarding.