Within a Player Registration, you have the option to require a document upload/signature from your registrants. This can be required at the season-level for all players registering in that season OR at the price-level to require specific documents to be required for specific prices.
This article walks through setting up the required documents; for more on creating signature & completion documents, please check out our help page here: https://help.crossbar.org/en/articles/9260198-document-signature-completion
To set this up required documents, you'll begin in the Members section of the Dashboard on the Documents tab:
Here, you'll create a new document type and select your preferences:
Name: Name of the document being required
Important Note: If the document is required from players every year, include the season year in the document title (ex: 23-24 Season Contract); documents that are only required once do not need a year in their title (ex: Birth Certificate), as the system matches the document to the player record so will recognize season-to-season if that player has already uploaded this document.
Abbreviation: 2-3 character abbreviation for the document that will show in your registration report
Collection Method: This allows you to choose what type of document you are requiring:
User will upload a document: The family/player will upload a file to complete the requirement (ex, player photo or birth certificate).
User will complete a blank form provided by the organization: The family/player will sign/complete a PDF form provided by the organization (ex, a contract or code of conduct)
Requires Review: Allows you to choose if you will review/approve all documents or accept without approval.
Team Access: Allows you to grant coaches access to uploaded/completed documents from players, or not.
Description: Allows you to add additional commentary for families about the required document.
Once the Document Type is created, you'll navigate to the Documents section of the season where you'd like that document required and choose when to require that document from registrants:
We recommend "When Rostered," which will send automated emails to all registrants once they are rostered to collect the documents.
Documents can also be required for specific prices, if you have age-level required documents or are assigning a document, like a contract, to a specific player Offer. To set this up, you'll navigate to the Prices section of the season and edit the price you'd like to assign your document to. Here, you'll see the option to choose or add the required document:
As players upload or complete these documents, you'll be able to track that within your registration report:
You can view, review, and download the documents under the Dashboard > Members > Documents:
With the Document upload, you can upload on behalf of a player or mark the document as received, if someone emails the document to the organization. You'll navigate to that player's registration page and click on the Document requirement:
This brings you to the option to upload or mark as received:
For questions or help with your document upload, please feel free to send us a chat or send an email to help@crossbar.org!