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How do I add client liability waivers to my account?

Instructions for adding liability waiver forms to client accounts in Superset—either as email attachments or content links.

Updated over 2 months ago

To attach a client liability form to your client's invite email, follow these steps...

  1. Select "Add client" on the right-hand side and go through steps 1 + 2 of entering their details

  2. When you get to the last step, select "add attachment" at the bottom and attach the client liability form. It will be sent via email to your client

To link a client liability form inside your client's content section, follow these steps...

  1. Select your client

  2. Under the "Content" section, select "Edit content"

  3. Select "+ Add more content"

  4. Add the link and name of the client liability form

  5. Click "Save content"

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