Within a Player Registration, you have the option to require a document upload from your registrants.
To set this up, you'll begin in the Documents section of the Season, where you'll choose New Document Type:
When adding that document, you'll set a name and choose the review or team settings for that Document:
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.
Once the Document Type is created, you'll 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 those documents.
As players upload these documents, you'll be able to track that withihn 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!