Document Templates
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.

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