Electronically Signing Veterinary Hospital Treatment Sheet Made Easy

E signature waiver

[Music] hi this is Michael River file in this video we're going to go over how to set up the liver file free trial and get your waiver forms configured and go over some of the settings that we have if you haven't already you can sign up for our free trial on our website just like filling out this form I'm going to go ahead and do that now to create a test account to show you how some of it works the URL field will allow you to customize the address that you will have for your waiver file account in this case I'll just call it sample make sure it's available and then click get started' you'll be presented with the links to your waiver file site you have the admin link here and the signature area here but first we'll just click the setup button to get started you'll also receive an email with all the login information for your account be sure to check your spam folder if you don't see it within a few minutes so first we'll create our waiver form name but before we do that let's jump over to our sample waiver form and here we have a typical waiver form that you might have and we just have it in Microsoft Word here so first we're going to put in the name which in this case we're just calling it liability waiver the status on you turn a waiver file on and off if you want to so you could set it to disabled if you have multiple and want to disable it but not delete it including the signature box well I love people to sign on the screen generally you want to allow that to leave that checked the minimum signing age will be enforced assuming you have the date of birth field enabled on your form it will not allow anyone under that age to sign you can also choose to include the participant data birth and also make it required if you want to if you have a minimum age for kids to participate you can specify the minimum participant age here if anyone tries to sign up a child who's under that age they'll be told that the person can participate you can set a maximum participant age and what this feature does is stop one adult from signing for another so if you require that each adult sign their own waiver you could set this to 18 and no one can sign for anyone else over the age of 18 maximum participants per form you can leave blank and the default will be set to 30 but if you only want to have let's say five participants per form you can set it there allow adults assign for children is just that if you want to disallow that you can uncheck this box and include for general admission is via the main signing screen which we're getting to later but we'll leave that checked for now then we'll click the next step the next step is where we set up all our specific form fields so the default form fields include email address phone and date of birth then you can choose if you want to ask customers to join the mailing list now this is important if you wind up using one of our connectors to third-party mailing systems it will use the values that are collected here to decide whether or not to send those names over to that service then here you can create custom form fields so let's look at our sample form field our sample waiver and go down here so we have some standard form fields in this one we have first name middle name last name date of birth but then we have emergency contact name and phone number so those are custom fields that weren't in that first step first list so let's add those so for the name and phone number were going to add a text field so as you saw I just clicked on the text box here which creates a text and I can click on that to customize to fol it will see contact me I'm going to say that it's required because let's say we need to have it then we'll click on this tab to add a new field let's click another one another text box for the emergency phone number and then you can see I don't and now let's see what other costs form fields we had in there we also have a home phone number we'll call that the main phone number and we can enter an alternate phone number everything else looks like it's standup and how did you hear about it so let's add those two if you had an extra one that you want to remove when you mouse over you can click on the red minus and likewise if you want to duplicate one you can click on this plus and it's going to make a copy that's more useful when you start doing drop-down lists so let's take a look at some of the other form field options actually so we'll go to drop-down list and you'll see it makes it drop-down so let's call that how did you hear about us we're going to say it's not required so the star will disappear and then let's put some options let's say google orders now and maybe you're sending out flyers will say newsletter other form field options are paragraph which will give you a larger box check boxes which is a list of check boxes so if you want someone to be able to select multiple items that's the item that you want to select and with that multiple choice is similar to a drop-down list except you can see all the options at once and a number field appears as a text box but it's going to allow you to specify that has to be a number minimum maximum values and only accept integers which means whole numbers so you can enforce any of those rules that you need you can also edit section break which will allow you to put a heading for a second section in here which sort of breaks up your form if you have a lot of form fields sometimes that's a good idea for a layout now we're going to put in our waiver texts so that represents the rest of this so what I'm going to do is select all of my text from word I'm going to hit copy and I'm going to go to my form and hit paste now it's going to ask you if you paste from word do you want to clean it and you'll say yes and what that's going to do is clean up some of the extra formatting that Microsoft Word usually puts in there then I'm just going to scroll down a review and make sure everything looks ok that looks alright to me if you want to put an initialing box within the text you'll see here is the code that you can use it looks like this so we're going to go ahead let's just say go just to try we'll put that right in there and then we'll click Save now let's go click on the signature area button to see how this looks and this is the main signing area that people will see when they come to sign their waiver the only difference being that this warning box is letting me know that I'm logged in as an administrator so if you said if you log in on a public terminal you're going to want to log out so that the general public doesn't go into the admin area let's just go ahead and click on general admission and see how that looks and now you're going to say here's our heading and our lead in texts here's all our waiver agreement texts right here including the initial box that we created and you can sign up your mouse on a computer like I am now but if you're on a tablet you're going to sign with your finger or stylus whatever kind of whatever device you have will work then you're going to choose who is participating fill out your form sign it and click I agree we're just going to save it into the admin dashboard all right so let's go to the admin dashboard I've gone ahead and signed a sample waiver so you can see how that looks so under general admission right away I see a list of names here now if you click on the group to check box you're going to see that they're all grouped in together and there's only one link here because these were signed as one waiver so let's go ahead and click on that waiver and see what it looks like all the details that were entered on the form appear here including the clients IP address the names of all participants and they need the custom fields that we added so you'll see the emergency contact name all appears here along with the initials and the signature and the date and time that it was signed from here you can choose to email a copy to the sign a which I'll say yes and that's going to go ahead and mail a copy over there and then you can say email a copy to me which emails a copy to you the site owner if you want to have a hard copy back to the dashboard you can click on the column headers to sort the data any way you wish and you can also choose which records you want to see whether it's the past week just today or some of the other options list of more recent ones under the events heading you'll see names grouped under the events that are created so let's jump into a benz real quick when you go to the events screen you'll see all the upcoming events which since this is a new site we don't have any so let's go ahead and create one by clicking on the new event button so to create an event we're just going to give it a title and choose a date so let's choose this weekend at 12:30 p.m. on Saturday then you're going to choose which waiver form you want to have for that event if you have more than one they'll appear here and you can choose whichever ones apply the grant view access to event feature will let you put an email address here this would work if you had someone who's managing a party or the parent of the birthday child you can put their email address here and they're going to get an email which will give them access to manage the event they'll be able to see all the waivers within the event although they won't be able to manage it or change anything it's just a read-only view I'll skip that for now and click Save and you'll see that now we have the upcoming event listed here here you're going to have the event link so if you want to email this form to someone you can right-click on this and choose copy link address and that's going to take them which I'll just click on there that's going to take them directly to signing for this event so if I sign another one right here real quick I'll just sign it real quick with one name agree continue and then back to the admin you'll see that my name appears right here under this event so all the upcoming events will just be listed here in the dashboard with the names who have signed under it likewise we have the check-in view now as people arrive you can check this box to mark them as checked in and then over here on the left you can choose to view all the records only the checked in or only then not checked in this can help a lot when you have large events and people are checking in and you only want to see who hasn't checked in yet you can also click on print which will give you a few different print options for all the names who have checked in for an event or who have signed for an event let's move on to reports I'll just run the report and right away I'm seeing recent entries that were here but I can customize this report first I can choose the date range for records that I want then I can choose custom columns so let's say I want to hear about how did you hear about us apply that run the report and now I can see the entries as they were for that I can also choose filters so let's say I only want people from New York say apply run the report and then I've only got people from New York now I only pick New York so like if we change it to New Jersey I'll get no one so it's easy to filter out the results and get the data you want and then once you've so once you've got the data you need you can click the export to excel button which will give you an excel file of the data that you see here and you can use that for other purposes the next button on our list is the archive function and here is very simple you're going to click a date range for waivers that you want and you can choose to either download or email it to an email address and it's going to give you a zip file which contains a copy of all the waivers that you collect it in that date range to learn more about waiver file or to try it free for 30-days visit waiver file com thanks for watching [Music]