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Category: Act! Tips
Written by Ken Quigley
November 08 2023

One of the lesser-known features of Link2forms is the ability to create online waiver forms that can be filled out and digitally signed by third parties. Link2forms allows you to create a normal waiver form that includes all the normal terms and conditions, and post it on your website where people can open and complete it online. Forms of this nature are often completed in advance and sent directly to the signing party, but general waiver forms can be useful for new and returning customers, without the need for the vendor to get involved.

For instance, if you had a standard release/waiver you needed all customers to sign before you could do business with them, having such a form online allows them to complete it, sign it, and have those new contacts automatically added to your database with the signed document attached to their contact record. Existing contacts in your database would simply be updated in the same way.

Some of the use cases for online waiver forms are as follows:

  • Rental agreements:  Online waiver forms can be used to create and sign contracts between landlords and tenants, or between rental service providers and customers. For example, a car rental company can use an online waiver form to collect the customer’s personal information, driver’s license, insurance, and payment details.
  • Photo release forms: Online waiver forms can be used to obtain permission from individuals or groups to use their photographs or videos for commercial or non-commercial purposes.
  • Travel disclaimers:  Online waiver forms can be used to inform travelers of the potential risks and hazards involved in traveling to certain destinations or participating in certain activities, and to release the travel agency or tour operator from any liability in case of injury, illness, death, or loss.
  • Insurance waivers:  Online waiver forms can be used to allow individuals or groups to opt out of certain insurance coverage or benefits that are otherwise mandatory or provided by default.
  • Medical agreements for procedures: Online waiver forms can be used to obtain consent from patients or their legal representatives to perform certain medical procedures or treatments that involve some risks or complications. This can be useful for doctors, dentists, chiropractors, veterinarians, you name it.
  • Financial professionals:  Online waiver forms can be used to protect wealth managers when proposing investment options to their clients, especially when they may rely on past performance of investments.
  • Personal Service Providers:  Whether you're providing in-house care, dog walking, grooming, cleaning, or other one-to-one services, there is always an element of liability that can occur.
  • Home Contractors:  Home contractors are always being pressured to provide fixed cost estimates for their work, but latent defects in the customer's home can drive up the project costs well beyond what was scoped. Having them complete an online form confirming they understand the limits of their quote can protect them from unexpected obligations.
  • Daycare:  Any business caring for children is aware that MANY things can go wrong relating to personal injury, allergies, disruptive conduct, outdoor excursions, and many others. Having these forms completed online and stored in the daycare's database is a legal requirement for public and private daycares.
  • Entertainment or recreational facilities: whether your customers play or camp in your facilities, there is generally an element of risk involved. Having rental or participation agreements in place affirming the customers accept those risks in advance, can keep those businesses out of legal jeopardy 
  • Technical services: Online waiver forms can be used to limit the scope of their service so the customer can formally acknowledge what is included in an MSP agreement, and what isn't. 

Link2forms can be used to produce waivers or releases by simply including the required text and fields, and then adding a digital signature field like below.

signature 

As you might guess, the list above is just a small sample of the kind of business use cases for online waivers & releases. Using services like DocuSign for all these instances would be both time and cost-prohibitive because the businesses would have to prepare an individualized contract for every customer or prospect. Moreover, DocuSign was not designed to support such a high volume of contracts, with most of their service plans supporting 10-20 "envelopes" a month. Online waivers or releases like those available with Link2forms offer businesses the legal assurances they need at a low fixed cost, while saving them many data entry steps in the process.

  

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