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How to collect digital waivers

What you will learn

Write a policy and publish it to your whole organization
See exactly what a family goes through to sign
Read the compliance report, including the three statuses
Chase the unsigned, and record a paper signature properly

Takes about 10 minutes.

Learn how to write a waiver or policy in Playbook Logix, collect signatures from families online, see at a glance who has not signed, and record a signature somebody gave you on paper.

Open Waivers for your organization. The page is headed Manage Waivers & Policies, and one organization's policies apply across all of its programs and teams.

Before you start

The wording you intend to use, checked by somebody qualified if it is a real release
An organization with families registered in it

Step 1

Write it

Create New Policy takes a Policy Title and Policy Terms & Content. You type or paste the words; there is no file to upload, because the text has to be readable inside the app for somebody to sign it.

The Manage Waivers and Policies screen in Playbook Logix, with a Create New Policy form on the left and a compliance report on the right listing each player, their parent contact and whether they have signed — Write it on the left. Every policy gets its own compliance report.

There is a further reason not to write your own release from scratch. Waivers are governed by state law, several states limit what a parent can waive on behalf of a minor, and a clause that works in one state can be unenforceable in the next one over. That is a question for somebody with a license, not for software.

Step 2

Families sign

Once published, anybody with an unsigned policy sees a prompt on their own dashboard. They cannot miss it and you do not have to send it.

A red Action Required banner on a parent dashboard in Playbook Logix reading that a signature is needed, with a Review and Sign button — What a family sees when something is outstanding.

Review & Sign opens the full text. They read it, type their name as an electronic signature, and press I Agree & Sign Document.

The signing dialog in Playbook Logix showing the full policy text, a confirmation that typing a name is a legal signature on behalf of the player, a signature field and an I Agree and Sign Document button — The whole document, then a typed name. Nothing is signed unseen.

The confirmation above the box states what typing the name means and who it is being signed on behalf of. That specificity is the point: a signature attached to a named player, with the exact text they were shown, recorded at the moment they agreed.

Step 3

See who has not signed

Toggle Compliance Report opens the list for a policy: every player, their parent's contact details, and a status.

Signed (Digital), signed in the app.
Unsigned, outstanding.
Verified (Manual), signed on paper and recorded by you.

The three stay distinguishable, which matters for a record you might one day have to produce. A manual verification is you saying you saw a signature; a digital one is the system saying it captured one.

Step 4

Chase the rest

Remind on a row emails that family. Remind All Unsigned does everybody outstanding on that policy at once.

Recording a paper signature

Manual Verify marks somebody as having signed offline. Use it for the grandparent who filled in a form at the first practice, or a family without reliable internet.

Keep the paper. The record says a human verified it, which is worth exactly as much as the paper behind it.

Deleting a policy

What happens next

Signed policies are one half of season paperwork. The other half is what families send you. See collecting physicals and birth certificates, and what a waiver should say before you write one.

Common questions

Do I upload a waiver as a PDF?

No. You type or paste the text into Playbook Logix, because a family has to read it in the app to sign it. If you want to hand out a PDF as well, share it as an organization resource alongside.

How does a parent sign?

A prompt appears on their dashboard. They open Review and Sign, read the full text, type their name as an electronic signature and confirm. The signature is recorded against that specific player and that exact wording.

What is the difference between Signed and Verified?

Signed (Digital) means the family signed in the app. Verified (Manual) means you recorded a signature they gave you on paper. The two stay distinguishable, which matters for a record you might have to produce.

Can I use this as a real liability waiver?

Playbook Logix is explicit that it is best for everyday paperwork and that it does not review your wording. For a document meant to protect your organization, have somebody qualified write or check it. State law varies and several states limit what a parent can waive for a minor.

What if I need to change the wording?

Publish a new policy rather than editing and re-collecting. Deleting a policy takes its signatures with it, and keeping the old one preserves the honest record of what each family actually agreed to.

Last updated September 21, 2026.

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