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# Adding documents to membership registration

Membership terms, codes of conduct, waivers: whatever new members need to read or agree to, add it to your membership registration. There are three kinds of documents, depending on what you need members to do:

| Type | What registrants do | Use it for |
| ---- | ---- | ---- |
| [Information](#2-how-to-add-a-document-to-read-or-accept) | Open and read. Never blocks registration. | Season info, club handbook, insurance summary |
| [Requires acceptance](#2-how-to-add-a-document-to-read-or-accept) | Tick a checkbox to accept before they can continue | Membership terms, code of conduct |
| [Documents to sign via Docuseal](#2-collecting-signatures) | Fill in and sign the document, then get a signed copy by email | Waivers and releases that need a signature |

**Must knows**
* Information and Requires acceptance documents must be PDFs. Export from Word or Google Docs before uploading.
* If your membership has terms and conditions PDF before 16th Oct 2026, it's already in your document list as a Requires acceptance document. See [Terms and conditions in registration](https://help.liveheats.com/en/article/adding-a-terms-and-conditions-document-to-event-or-membership-registration-da61hv/).
* Documents to sign need a DocuSeal Pro account connected to Liveheats. See [Collecting signed documents with DocuSeal](https://help.liveheats.com/en/article/how-to-activate-e-signatures-1go51y9/) for more details.
---

## How to add a document to read or accept

1. Go to your membership series, then **Series settings > Membership**, and scroll to **Registration documents**.
2. Click **+ Upload document** and choose your PDF.
![](https://storage.crisp.chat/users/helpdesk/website/-/4/8/7/1/48714ddcbf925400/screenshot-2026-10-16-22-at-13_1r84x3c.png)
3. Enter a **Document name**. This is what registrants see, for example, "Membership terms and conditions".
![](https://storage.crisp.chat/users/helpdesk/website/-/4/8/7/1/48714ddcbf925400/screenshot-2026-10-16-at-14513_1lmtk5e.png)
4. Choose a **Type**: **Information** or **Requires acceptance** from the dropdown**.**
5. To add another, click **+ Upload document** again.
![](https://storage.crisp.chat/users/helpdesk/website/-/4/8/7/1/48714ddcbf925400/screenshot-2026-10-16-at-14483_ws49fj.png)
6. Click **Save** at the bottom of the page.

A document won't save without a name and a type selected. To change a document, edit its name or type in the row and click **Save**. To remove a document, click the **bin** icon in its row, then click **Yes, remove this document** in the modal and click Save.

### What members see

1. **On the Memberships page**, every document is listed under the Membership heading.
![](https://storage.crisp.chat/users/helpdesk/website/-/4/8/7/1/48714ddcbf925400/screenshot-2026-10-16-at-20380_fi4nob.png)
2. **On the Select athletes step**, the same documents are linked above the registration form.
![](https://storage.crisp.chat/users/helpdesk/website/-/4/8/7/1/48714ddcbf925400/screenshot-2026-10-16-at-20370_q76skx.png)
3. **On the Your details step**, each Requires acceptance document has its own checkbox, with the document name linking to the PDF:

   *I have read and accept the \[Document name], and where the athlete is under 18, I accept as their parent or legal guardian.*

   Members can't click **Continue** until every box is ticked.

   ![](https://storage.crisp.chat/users/helpdesk/website/-/4/8/7/1/48714ddcbf925400/screenshot-2026-10-16-at-20372_e0u6bp.png)
4. **In the confirmation email** and **on the athlete's membership card**, all documents are linked so members can find them again. See [How an athlete can view their own memberships](https://help.liveheats.com/en/article/how-an-athlete-can-view-their-own-memberships-lxd0rk/).

---

## Collecting signatures

For waivers, releases, or any other documents that need a signature, use **Documents to sign via Docuseal**. See [Collecting signed documents with DocuSeal](https://help.liveheats.com/en/article/how-to-activate-e-signatures-1go51y9/) for all the details on connecting a Docuseal account, building the document and where to find signed copies.

---

## Common questions
* **Can I use more than one type on the same membership?** Yes. For example, add your membership terms as Requires acceptance and a waiver to sign through DocuSeal.
* **Should my terms and conditions be accepted or signed?** Most organisations use **Requires acceptance**. See [Terms and conditions in registration](https://help.liveheats.com/en/article/adding-a-terms-and-conditions-document-to-event-or-membership-registration-da61hv/) for the difference and what to include.
* **How do I know a member accepted my terms?** Sign-up can't be completed without ticking every Requires acceptance checkbox, so every completed membership has accepted them.
* **Do renewing members need to accept documents again?** Yes
* **Will my document name be translated for registrants using another language?** No. Registrants see the name exactly as you typed it.