Documents for Registration

Create a New Document

When setting up a registration form, you have the ability to upload documents that will be presented to registrants during the registration process (such as a form that needs to be printed and filled out), or request that registrants upload a file to the registration (such as a copy of ID or insurance). Here's how to set that up:

  1. Log into TeamSnap
  2. Enter your club or league under the My Leagues section of the Dashboard screen
  3. Click Registration tab
  4. Click Edit
  5. Click Documents button
  6. Click Create Document or New Document
  7. Enter document details:



    1. Title
    2. Description
    3. Required
      • Checked=Required
      • Unchecked=Optional
    4. Filled Out
      • Per Participant: the document applies to each participant being registered (for instance, for 2 siblings being registered at the same time, the document applies twice - for once for each sibling)
      • Per Registration: the document applies once per registration, regardless of the number of participants being registered at the same time
    5. Visible
      • to Player: the player will be able to view and access the document in their roster profile after registration is complete
      • to Team Managers: the document will be visible only to team managers after registration is complete
    6. Attachment
      • If an attachment is added, it will be presented to the registrants during the registration process
      • If no attachment is added, the registrants will be asked to upload a file as indicated by the Title and Description information
  8. Click Save 

You're all set! To see how the document is presented to or requested from the registrant, use the Preview Form button at the top of the Registration screen.

Edit an Existing Document

  1. Log into TeamSnap
  2. Enter your club or league under the My Leagues section of the Dashboard screen
  3. Click the Registration tab
  4. Click Edit
  5. Click the Documents button
  6. Click Edit next to the document you wish to modify
  7. Update/edit as needed
  8. Click Save

 

Delete an Existing Document

  1. Log into TeamSnap
  2. Enter your club or league under the My Leagues section of the Dashboard screen
  3. Click the Registration tab
  4. Click Edit
  5. Click the Documents button
  6. Click Delete next to the document you wish to remove (this is permanent and irreversible)
  7. Click OK to confirm deletion