Waiver statuses explained

Every waiver has one of four statuses. Knowing which is which tells you whose turn it is.

Pending Signature is the one that matters

A waiver at Pending Signature has a client who has done their part and is waiting on you. Until you sign:

• No PDF exists
• No confirmation email has been sent
• The client sees nothing and may assume it failed

This is the source of nearly every "where is my copy?" message.

Draft

A waiver you started and did not finish. Usually a session that got interrupted, or a client who walked away mid-form. Open it and finish it, or remove it if it was never real — see Remove a waiver or a customer.

Note that on the free plan drafts count against your limit, so abandoned drafts are worth clearing.

Sent to Customer

The client has the link and has not filled it in yet. Nudging them the day before is more effective than nudging them on the day.

Completed

Done. The PDF exists, the client has their copy, and the record is filed under the customer. Nothing further is needed.

Editing a template afterwards does not change a completed waiver — it keeps a snapshot of the wording that was signed. See Edit, duplicate or remove a template.

Filtering

Waivers lets you filter by status and search by customer name at the same time. All statuses is the default. In a studio with several artists, filtering by status is how you see what is outstanding across everyone without opening records one at a time.