Documents & Waivers
Store per-student documents and track signed waivers. Guardians can view documents in the member portal.
- 1
Open a student profile
Click any student.
- 2
Go to the Documents tab
Click the Documents tab in the student profile.
- 3
Click 'Upload Document'
Choose a file (PDF, image, Word, or text), enter a display name, and optionally select a category.
- 4
Click Upload
The document appears in the list and is immediately accessible to guardians in the member portal.
- 1
Go to Settings → Document Categories
Navigate to Settings → Document Categories.
- 2
Add a category
Enter a name and click Add Category.
- 3
Delete a category
Click Delete on any category. If documents are still assigned to it, you'll need to reassign them first.
- 1
Upload a signed copy
In the Documents tab, click 'Upload Signed Copy'. Choose the PDF, select a template if applicable, and enter the signer's name.
- 2
Request a digital signature (if enabled)
Click 'Request Signature', choose a template, enter the guardian's email, and click Send. The guardian receives a link valid for 72 hours.
- 3
Re-send an expired or unsent request
Find the pending waiver in the list and click Re-send to generate a new signing link.