Document Templates

A document template defines the content and signing rules for documents you send to members. Choose the template type before creating its content.

Create a template

1. Open Documents → Templates and select New Template.
2. Enter a clear Name and optional description.
3. Choose Rich text (build with editor) to create the document in Kanri, or PDF overlay (upload a PDF) to place signature fields on an existing PDF.
4. Choose the Member signer option:
   • Member sends the signature request to the member.
   • Adult required routes the request to a parent or guardian when the member is a minor.
5. Choose Staff witness if a staff member must sign as a witness, or None if no witness is required.
6. Set Validity to a positive number of days, or leave it blank if the document should not expire.
7. Choose a Sign by deadline: use the school’s default, set no deadline, or enter a custom number of days.
8. Select Create Template.
9. Add the document content in the editor or upload and configure the PDF overlay.
10. Preview the template before sending it to a member.

Choose the right template type

Type	Use it when
Rich text	You want to create and format the document in Kanri’s editor.
PDF overlay	You already have a PDF and want signers to complete its configured fields.

Test signer rules

For an adult-required template, keep the member’s date of birth and parent or guardian contact details current. If the member is a minor but has no parent or guardian contact with an email address, add that contact before sending the document. For staff-witness templates, make sure staff know to complete their signature after the member.

Templates with locked system settings may not be editable. You can preview a template to check its content and signer roles.

Staff need Manage Documents to create or edit templates. The school’s Documents feature must also be enabled; a role permission does not enable it by itself.

Next steps

• Request a Signature
• Upload and Manage Documents
• Set Up Waivers