Download or re-send a signed PDF

Every completed waiver has a PDF. It contains the consent text as it was signed, the client's answers, both signatures and the date.

Open the PDF

1. 1Find the waiver under Waivers, or under the client in Customers.
2. 2Open it.
3. 3Use the PDF viewer to read it, or download it to your device.

When there is no PDF yet

A waiver only has a PDF once it is Completed. If the record says there is no PDF yet, the waiver is still at Draft, Sent to Customer or Pending Signature — most often the last one, meaning the client has signed and it is waiting on you.

Open it, add your signature, tap Sign & Complete, and the PDF is generated immediately.

Re-send a client's copy

Clients lose the email constantly. It goes to spam, they typed their address wrong, or they deleted it and now their doctor wants it.

Open the waiver and re-send the copy from there. If the original email address was wrong, that is worth knowing — the record carries the address the client typed, so check it before you re-send to the same place twice.

Getting several at once

For more than a handful, do not download them one at a time. Use the export instead — it packages waivers into a single download. See Export records for an inspection or audit.

What the PDF is for

It is the document you hand over when someone asks for proof of consent. Because it embeds a snapshot of the consent text that existed at signing time, it stays accurate even after you have edited the template ten times since.