Document Templates
Create a template
Open Documents → Templates and select New Template.
Enter a clear Name and optional description.
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.
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.
Choose Staff witness if a staff member must sign as a witness, or None if no witness is required.
Set Validity to a positive number of days, or leave it blank if the document should not expire.
Choose a Sign by deadline: use the school’s default, set no deadline, or enter a custom number of days.
Select Create Template.
Add the document content in the editor or upload and configure the PDF overlay.
Preview the template before sending it to a member.

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