Articles on: Membership registration and management

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

Open and read. Never blocks registration.

Season info, club handbook, insurance summary

Requires acceptance

Tick a checkbox to accept before they can continue

Membership terms, code of conduct

Documents to sign via Docuseal

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.
  • Documents to sign need a DocuSeal Pro account connected to Liveheats. See Collecting signed documents with DocuSeal 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.

  1. Enter a Document name. This is what registrants see, for example, "Membership terms and conditions".

  1. Choose a Type: Information or Requires acceptance from the dropdown.
  2. To add another, click + Upload document again.

  1. 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.

  1. On the Select athletes step, the same documents are linked above the registration form.

  1. 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.



  2. 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.



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 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 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.

Updated on: 16/10/2026