Find and export records

Start with a narrow search, then add filters if you need them. Exports should have a clear purpose and an organized destination so the file is useful after it leaves the dashboard.

This area covers signed records after the visit: searching for a particular waiver, opening the PDF that was rendered when it was signed, and exporting CSV data or a ZIP of PDFs when a file needs to leave the dashboard. Every record keeps the template version it was signed under and a log of who viewed it, so retrieval is about finding the right person quickly.

The guides here are finding the right signed waiver, which starts with a narrow search and adds date, location and template filters only when needed, and exporting waiver data and signed PDFs, which explains what each export contains and how to keep the resulting files out of shared inboxes and personal devices.

Records sit at the end of the workflow, after check-in, and they matter most when someone asks a question months later. The how-to library adds process guidance on organizing waiver records and verifying a record before exporting it.