Organizations can make changes to their waivers directly from the dashboard. 


To access your waivers, go to the settings on your dashboard, and select Waivers. You'll see a list of your current waivers.  



Adding a New Waiver


1. Click on Create Waiver


2. Add your waiver text. Please note you can add hyperlinks to re-direct members to documentation elsewhere. If you need ePACT to host a document for you, please contact your Customer Success Manager.




3. Click Publish ONLY if you are ready to make it live immediately. This means you have archived records and are ready to send reconfirms. If not, click on Save as Draft. When you are ready, click on the waiver and then on Publish. 



Deleting an Existing Waiver


*Before deleting existing waivers, ensure any completed records are archived either with Auto-archiving or by manually archiving records. (Deleted waivers will disappear from records 24 hours after removal).


1. After you have archived if needed, choose the waiver you wish to delete and click on the trash bin



2. Click Delete to Confirm




Please note that actions are NOT reversible. If you delete a waiver accidentally, it will no longer be available to new members and it will disappear from existing records. You will need to re-add and ask members to sign off on this again via a reconfirm and will not have the original date of acceptance UNLESS you took an archive first. Please be sure to take archives when making ANY changes or purchase our Auto-archiving feature (a "set it and forget" feature that tracks ALL changes and will automatically delete records when no longer needed.)