Document Tabs: Settings
The new document modal defaults to the Document Settings page, for defining the name and type of document, as well as who the document is generated for. Any time you need to edit in any of the tabs, click the blue edit icon in the bottom right. After you are done editing, click the blue Save button to save your changes or the white Cancel button to undo all the changes you made.
| Settings Tab | Options | Description |
| Document Settings | Document Name | The name for this document. Ex. Party Guest Waiver, Release Waiver, All Staff Document, etc.. |
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Document Type |
Select the document type from this drop down. All Gym(default) - A document will be sent to all users from the “document per” list. Manually Assign - A document will be sent to the manually selected users. Party Waiver - A document will be sent to users who sign up for one of your party packages. |
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Generate one document per | Select who the document will be generated for. The selection options are one per athlete, per parent or per staff, depending on the purpose of the document. |
| Expiration | Enable document expiration | This is a drop down selection of yes or no to enable this document to expire. The default for this option is No, but if Yes is selected in this box, another drop down to define the expiration period is provided. |
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How long is document valid | This option appears only after “Yes” is selected in the drop down for enabling document expiration. The drop down options for expiration are 1, 2, 3, 4 or 5 years. |
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Enable automatic re-issue | This option only appears when “Yes” is selected for Enable Due Date. Selecting yes in this dropdown menu will automatically request a new signature from users when their document expires. |
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Days in advance to reissue | If you enable the automatic re-issue feature, this section will allow you to select how many days prior to the expiration of the document you want to reissue it. The options in the dropdown are 3, 7, 14 or 30 days. |
| Due Date | Enable Due Date | A due date can be enabled for the document allowing administration to track when documents are overdue. This option is defaulted to No, but if Yes is selected then the due date drop down will be enabled on the page. |
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Due Date | This option appears only after Yes is selected to enable due date. The due date is a text box where the user enters a number to define how many days after the document is sent to status as overdue. The status of the members documents are shown as Overdue on the Signatures tab. |
| Enrollment-Required for enrollment |
Yes No |
When enabled, this document will automatically be issued to any athlete who enrolls in a class, team, event, or camp and does not already have it. |
| Check this box to delete. This action cannot be undone. |
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If this box is checked, this document can be deleted from the system. This option is ONLY available if the document has not been published. Once you check the box, you must also click the red Delete button that pops up in order for the document to be fully deleted. |
| Cancel Document | This will only pop up for published documents | This will prevent new users from being assigned this document and will remove this document from all user's "Unsigned Documents" lists. |
