Notes, Attachments & Waivers
Build the evidentiary record for an incident with a timestamped notes log, file attachments, and signed waivers.
Alongside the linked records, an incident holds the material that documents what happened: a running notes log, file attachments, and waivers. Together these make the incident a defensible record you can rely on later.
Notes
The notes feed is an append-only log. Each note is stamped with the author and the time it was added, and the feed shows the newest note first.
- Notes are for the narrative — what happened, who said what, follow-up actions, and updates over time.
- Notes cannot be edited or deleted once added. This keeps the log trustworthy as a record. If something needs correcting, add a new note.
- Each note can be up to 5,000 characters.
Attachments
Each incident can carry any number of file attachments — photos of damage, scanned forms, repair invoices, medical or police reports, witness statements, or anything else relevant.
- Any file type is accepted, up to 25 MB per file.
- Upload one file at a time from the Attachments section of the detail page.
- Each attachment shows its file name, size, and who uploaded it and when.
Downloading an attachment opens it in a new tab. For security, files are always served as a download rather than rendered in the browser — so an uploaded file can never run as a script in your dashboard. Delete an attachment with its delete icon; this removes it permanently.
Waivers
You can attach waivers to an incident two ways:
Send a new incident waiver
Use Send new to deliver a fresh waiver for someone to sign in connection with the incident — for example, a damage acknowledgement or an injury report form. You pick a waiver template, then deliver it by link only (copy the signing URL yourself), email, or SMS. The signed waiver is filed back to the incident.
Only waivers of type Incident Report appear in the picker. If you don't have one yet, create it first under Waivers. See Create a Waiver and Use the Waiver Editor.
Attach a waiver from the booking
When a booking is linked, use Attach from booking to pull in a waiver the customer already signed for that reservation — for instance, the check-in liability waiver. This avoids re-signing and keeps the original signed document with the incident. The waiver must belong to the incident's linked booking.
Attached waivers show their status — submitted, pending counter-signature, counter-signed, or rejected — so you can see at a glance whether each one is complete.