With WaiverSync, you can set up Smartwaiver to automatically send PDF copies of your signed smart waivers to your local hard drive.
When a customer signs and submits your smart waiver, the information gets sent to your Smartwaiver account. Enabling WaiverSync will send copies of your signed smart waivers to your Google Drive account and then to your local hard drive.
- You will only need to enable WaiverSync once, however, the initial setup can take some time.
- File will be sent as a PDF (this cannot be changed)
- WaiverSync is NOT a real time solution. To view signed waivers in real time, please use the Waiver Console
Step-by-step Setup:
1. Smartwaiver will need to sync with your Google Drive, so first you will need to create a free Google account. When you sign up with Google, a free Google Drive is included.
2. Log in to your Smartwaiver account (www.smartwaiver.com) with your Smartwaiver username and password.
3. Click on the Export Data link from the sidebar and then click on the Waiver Sync tab.
4. Click on the Enable Waiver Sync button.
5. Google will ask for your Google username and password. Once logged into your Google account, you will be presented with a screen asking for permission to access your Google Drive account. Click the Allow button.
6. Smartwaiver is now syncing with your Google Drive account. Depending on how many signed waivers you have in your Smartwaiver account, it can take several hours for waivers to start appearing in your Google Drive account.
Now we can set up your Google Drive account to sync with your local hard drive so that all of your signed waivers will be accessible on your computer or mobile device.
7. Navigate back to the Waiver Sync page on your Smartwaiver account. Click on the link on the bottom of the screen and then choose which platform you are using.
8. Click on the Download Google Drive button.
9. Click the Accept and Install button. Google Drive will now be installed on your device.
10. Login with your Google account username and password once more and then click on the Start Sync button.
Your Google Drive is now synced with your local hard drive.
11. Open the Smartwaiver folder within your Google Drive folder. All of your signed smart waivers now appear in the dated sub folders according to when each waiver was signed.
Congratulations! WaiverSync is good to go and can be used as a method to automatically download your signed PDF's for your own records.
If the setup did not work, we typically recommend disabling Waiver Sync and the steps in this article again, as one skipped/out of place step can result in failure.
Reminder: If you have a seasonal business and do not accept waivers during certain times of the year, you can keep your account active with our $7 Storage Plan. When the season starts up again, you can upgrade your account to whichever plan you need.
If you need any additional assistance, please do not hesitate to reach out to us at support@smartwaiver.com. We're happy to help out!
