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Downloading Completed Documents
Downloading Completed Documents

Learn how to review and download documents that have been sent to an applicant

Amanda avatar
Written by Amanda
Updated over 7 months ago

If you're using Apploi's documents feature and are unsure of how to review and download completed documents, you won't want to miss this.

Completed documents can be located on the Applicant Details page. This can be accessed simply by clicking into the applicant's name. See the section for Documents Signing that appears beneath the applicant's basic details:

Pending Documents

Click to expand this section, and see a list of document packets that have been sent to the applicant. You'll also see when the packet was sent via email, if the email has been clicked, and if the applicant has completed the documents that were sent:

Completed Documents

If the documents have been completed by the applicant, you'll see a date listed next to the "Signed" field and be able to click the Download icon:

After clicking the Download icon, you will receive a zip file that includes all the documents completed and signed by the applicant.

If you're unfamiliar with the documents feature, click here to learn how to send documents to applicants.

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