Build a template

The builder separates the document you are editing from the version guests can sign. Work through the field order first, then check the phone preview and publish deliberately.

This area covers the template builder: the blocks a form is made of, how a draft becomes a published version, and what happens to records signed under an earlier version. A template is the document guests sign, so the guides here assume your wording has already been reviewed and concentrate on arranging it well.

Start with arranging the blocks in your waiver form, which walks through field order, labels, initials and the signature placement, with a phone preview before you save. When the wording changes later, publishing an updated template version explains how to review the draft, publish it deliberately and keep every earlier signed record attached to the version it was signed under.

Templates follow workspace setup and come before signing. If you want a starting structure rather than a blank page, the template library has outlines for participation, family, rental and event forms; Waiver AI can also turn an existing document into editable sections for you to review.