Documents

Kanri’s Documents feature helps you prepare forms, collect signatures, and keep a member’s document history together. It is separate from the member gallery, which stores photos and other files.

How documents work

1. Create a document template for a form you use repeatedly.
2. Choose who signs it, whether a staff witness is required, and how long it remains valid.
3. Add the template content using the rich-text editor or a PDF overlay.
4. From a member profile, create a document from the template and send it for signing.
5. Review the document’s status in Documents or on the member’s Documents tab.

You can also upload an already signed document to a member’s record.

Document statuses

The staff document list includes status filters such as Awaiting Member Signature and Awaiting Staff Signature. A member or guardian sees documents waiting for their signature, signed documents, and other completed or closed statuses in their self-service document list.

A member’s signature completes a document only when no staff witness is required. Otherwise, it waits for the witness signature. A signer can decline a request, and staff can void a request that is still awaiting a member or witness. A signing deadline and a signed document’s expiry date serve different purposes: one limits when it can be signed; the other records how long it remains valid.

Waivers

Waivers are document templates used during enrolment or visitor intake. You can connect waiver templates to programs or configure one for Front-Desk Intake. See Waivers.

Next steps

• Create Document Templates
• Request a Signature
• Upload and Manage Documents
• Manage Member Documents