Documents Overview
The documents feature provides the administration the tools to create, send and obtain signatures on the business required waivers, contracts and agreements. After a document is published, an email is sent to the members and electronic signature is available to complete their actions. The tools to manage the documents, monitor the signatures/status, are provided in this feature.
Documents Page
The Documents feature can be accessed by clicking on Admin Tools > Documents. This page will show all existing documents in order of creation with the most recent appearing at the top. There is an icon (plus sign) to create a new document as well. The existing document list gives the following information for each document.
| Report Data | Description |
| Name | This column provides the name that the document was given upon creation. By clicking on any document in the list, that document can be opened for analysis and modification. |
| Generate Per | When you create a New Document, you have the option to assign that document to the entire staff, to each parent, or per athlete. We generally recommend athlete waivers be assigned per athlete, so parents have to sign a document for each of their children. |
| Type | When a document is created, it has a type associated with it. This information is displayed on the page for each document in the list. The current options include All Gym, Manually Assigned and Party Waiver (future enhancements will add other document types). |
| Created | The date the document was originally created is shown in this column. Other pertinent dates, such as edits and date of publish, are available upon opening the document. |
| Status | This column shows you the status of your document: draft, published or cancelled. |
The above reports are also shown in each individual document when opened.
Document Types
There are three different types of documents you can choose from as outlined below. You will choose which document type matches your content once you create a new document and click the Settings tab.
| Document Type | Description |
| All Gym | This option is good for documents such as safety waivers, release waivers, and staff agreement that you need to send out to all users. If you choose this option, you will be able to decide if you want it assigned to each athlete, parent, or just to staff. |
| Manually Assigned to Users | If you have a document that only needs to go out to one family or just a few families, this option allows you to choose which specific users will receive the document, and none of your other users will see it. |
| Party Waiver | If you host parties at your gym, this option allows you to automatically send your gym waivers to anyone that signs up for a party. Once you’ve created the document, you will have the ability to assign the waiver to any packages you need under the Assignments tab. |
Next-read our support article on creating a new document.