Hold Harmless Agreement Template

What is in the Hold Harmless Agreement template?

The Hold Harmless Agreement template holds 5 questions, 4 of which must be answered before it can be submitted and 1 of which is optional. Between them they capture short typed answers, an email address, a phone number, a date and an on-screen signature.

Broken down by field type, the Hold Harmless waiver is 2 contact fields, 1 date fields, 1 signature fields and 1 text fields.

Above those fields sit roughly 93 words of waiver wording, printed in full further down this page. It is a starting point drafted for a legal setting, not legal advice — replace it with wording your own adviser has approved. Survtapp retains the exact text each person was shown alongside their record, so editing the Hold Harmless Agreement later never changes what an earlier signer agreed to.

When should you use the Hold Harmless Agreement template?

The Hold Harmless Agreement is filed under “Hold Harmless”, “Indemnity”, “Legal” and “Agreement”, in the Legal part of the library, where it is aimed at practices that need to show exactly what a person was shown and when. A general hold-harmless and indemnification agreement between parties.

Waivers get signed at the point of entry: on a tablet at a front desk, on a kiosk-locked device by the door, or on the signer’s own phone from a link you send ahead. At 5 questions, only 4 of them required, the Hold Harmless waiver is short enough to finish in one sitting, which is what keeps completion rates up.

Does the Hold Harmless Agreement work offline?

Yes. Once the Hold Harmless Agreement is published, the 5 fields and every answer option are stored on the device, so the waiver opens and completes with no connection at all. Each signed waiver is written to the device first and queued; when signal returns it syncs on its own, keeping the time it was actually captured rather than the time it uploaded.

That includes the heavy parts: signatures drawn on the glass are held on the device and uploaded when the connection comes back, so a dead zone costs you nothing. Kiosk mode locks a tablet to the Hold Harmless Agreement alone, so the next person who picks it up gets a fresh copy of the same 5 fields and cannot wander into anything else.

How do you customise the Hold Harmless Agreement template?

Open the Hold Harmless waiver in the builder and all 5 questions land as editable fields — nothing is locked to the template. Rewrite the wording, drag fields into a different order, flip any of the 4 required fields to optional (or the other way round), and add anything missing from the 20+ field types in the builder.

The Hold Harmless Agreement runs on a single screen as it stands. Add a page break to split its 5 fields across several, or conditional logic to hide fields that an earlier answer has made irrelevant.

Nothing about the Hold Harmless Agreement stays Survtapp-branded, either: your logo, your colours and your own URL slug replace ours, so the 5 fields you publish read as part of your own site rather than as a template someone downloaded.

What happens to the signed waivers you collect?

Every signed waiver from the Hold Harmless waiver lands in one place with its timestamp, the agent who collected it and, where the device allows, where it was captured. From there each signed record renders to a PDF showing what was presented and agreed to.

Export the lot to CSV, Excel, JSON or PDF whenever you want it elsewhere, or set a trigger so a signed waiver from the Hold Harmless Agreement emails the right person the moment it arrives. Data is held in Canada, the signed waivers stay yours, and you can export or delete them at any time.