Documents

The school's agreement documents — the policies members read and sign (Compliance guide covers the full signing flow). The set is yours to manage: the three seeded starters (privacy notice, informed consent, safety expectations) are placeholders to replace, and you can add, rename, disable, or delete documents freely.

The count is deliberately not fixed — some schools need one form, some need five. Each document is:

• Titled — the title IS the document's name everywhere: the member portal's Documents & consent card, the student record's compliance card, and the printed form's header
• Markdown-bodied — headings, paragraphs, lists; rendered on the portal and in the printable PDF
• Versioned — every save creates a new version (seeded/new documents start at version 0, so your first edit reads as version 1). Saving means every member must re-sign the new version; prior versions and signatures stay as history

Managing documents

1. Go to Admin → Documents.
2. Use Add document for a new agreement (title + body) — it goes live for members immediately at version 0.
3. Edit any document's title/body and Save as version N+1 — a re-sign is required from every member.
4. Disable to hide a document from members without deleting it (existing signatures are preserved).
5. Delete to remove a document and all of its versions and signatures permanently (with confirmation).

Version history per document shows each saved version, who saved it, and how many members signed it.

Replace the placeholders before go-live

The seeded documents contain generic placeholder text. Edit and save each one — your wording becomes version 1, which is what members sign.

Requires settings:manage. Changes are audited.