Help Center
Waivers, forms and paperwork
The paperwork a season runs on, collected once instead of chased all year.
A season runs on paperwork, and these guides split it into four jobs: deciding what a waiver should say, creating one and collecting signatures, sharing documents such as a handbook with families, and collecting the documents families send you, such as a physical or a birth certificate.
The first guide is not about the software at all. A waiver does two jobs: it informs families of the risks, and it attempts to limit liability, which depends on state law and is a question for somebody with a license. Playbook Logix saves and tracks the text you type, and does not review it.
Before you collect anything
Files
Common questions about documents and waivers
How do families sign a waiver?
Anybody with an unsigned policy sees a prompt on their dashboard. They read the full text, type their name as an electronic signature, and press I Agree and Sign Document. The signature is recorded against a named player with the exact wording they were shown. Waivers parents sign online are on the Coach plan and above.
How do I see who has not signed?
Open the Compliance Report for a policy. Every player appears with a status of Signed (Digital), Unsigned or Verified (Manual), and Remind All Unsigned emails everyone who is outstanding at once.
Can I record a waiver somebody signed on paper?
Yes, with Manual Verify, which marks the player as having signed offline. The record shows that a person verified it, so keep the paper.
What can I share with families as documents?
A handbook, a code of conduct, a schedule or an information sheet, as a PDF, Word, Excel, CSV, text or image file up to 5MB, visible to the whole organization, one program or one team. Sharing documents is on the Coach plan and above.
Can I see which families have not uploaded a physical?
Not directly. The review screen shows what has arrived, not what has not, and nothing marks a registration incomplete for want of a document. Export the team from the Master Data Grid and compare it with the list of uploads, and ask for documents at registration with a deadline tied to something real, such as the first game.