Required Documents

StandShare tracks document compliance for every family. Documents are uploaded, signed, and approved through the platform. Each document has a type, status, and optional expiration date.

Document Type Reference

The type list below ships with StandShare. Document type is now an extensible string, so orgs can introduce additional types through a platform admin request without waiting for a schema migration. The platform validates against a shared DOCUMENT_TYPES list — any new value added there becomes immediately valid across the API.

Document Type	Code	Who Needs It	When Required	How to Complete
Organization Contract	contract	All families	At enrollment, before the family can participate in events.	The document is distributed electronically through StandShare. The Family Lead reviews and signs it using the built-in e-signature feature. An Admin or Document Manager then approves it.
Contract Amendment	amendment	All families (when issued)	When the organization updates terms, policies, or procedures mid-season.	Distributed to all active families. The Family Lead reviews the changes and signs the amendment. Must be signed before continued participation.
NFL Credentialing Form	nfl_credentialing	All workers assigned to NFL venue events.	Before the worker can be assigned to an NFL venue event.	Each worker listed on the family account must have a completed credentialing form on file. The form collects personal identification details required by the NFL venue. Uploaded by the Family Lead or a Document Manager.
Exhibit C	exhibit_c	All families	At enrollment, alongside the Organization Contract.	A supplementary compliance form. Distributed and signed electronically through StandShare, following the same process as the Organization Contract.
Payment Information	payment_info	All families requesting scholarship disbursements.	Before a scholarship payment can be processed.	The family provides payment details (mailing address for checks, or vendor contact info for card-over-phone payments). Uploaded by the Family Lead.

Document Statuses

Each document progresses through the following statuses:

Status	Code	Description
Pending	pending	Document has been created but not yet sent or uploaded.
Sent	sent	Document has been distributed to the family for review and signature.
Viewed	viewed	The family has opened and viewed the document.
Signed	signed	The Family Lead (or worker) has signed the document electronically.
Approved	approved	An Admin or Document Manager has reviewed and approved the signed document.
Expired	expired	The document has passed its expiration date and must be renewed.
Rejected	rejected	The document was reviewed and rejected. The family must resubmit.

Document Status Flow

Pending --> Sent --> Viewed --> Signed --> Approved
                                  \           \
                                   --> Rejected  --> Expired

• Documents move forward through the lifecycle as actions are taken.
• A rejected document returns to the family for correction and resubmission.
• An approved document may later transition to expired if an expiration date is configured.

Compliance Tracking

Administrators and Document Managers can view compliance status across all families from the Admin > Documents page. The compliance view shows:

• Which families have completed all required documents.
• Which families have outstanding or expired documents.
• Per-document completion rates across the organization.

Required Permissions

Action	Required Permission
Upload own documents	document_management.upload_own
Upload documents for any family	document_management.upload_any
View own documents	document_management.view_own
View all documents	document_management.view_all
Manage document templates	document_management.manage_templates
Distribute documents for signature	document_management.distribute_documents
View compliance reports	document_management.view_compliance

Next Steps

• How-To Guides — Step-by-step instructions
• Concepts — Understand how StandShare works