There are two ways to send Documents for signature or other actions, such as download and/or upload: Automatically or Manually.
Automatically
To send Documents out automatically at the time of enrollment, you'll need to attach the Document(s) to the Program. See How to attach an E-signature Document for detailed steps to take that. Once the Document is attached, it will be emailed to the signer(s) automatically once they enroll in the Program the Document is attached to.
Important Info about Two Account Holder Signatures
Important Info about Two Account Holder Signatures
If you have the primary account holder's and the secondary account holder's signatures, then both of these signatures will be required. Therefore, if you have a single primary account holder, that primary account holder's email address must be in both the primary account holder's email field and the second account holder's email field. This can be the same email address.
The primary account holder will need to sign the same document twice. The document will be emailed the first time and after it is signed, will be emailed again. Once it is completely signed, the primary account holder will receive an email saying the document has been completed by everyone.
Manually
To send Documents out manually, after enrollment, you'll need to head over to the Documents page (Enrollees on left menu > Documents tab) and then follow the steps below:
Step 1 - Filter Enrollee
Filter by Enrollee name or Program option:
Step 2 - Select Enrollee
Select the Enrollee you want to send the Document(s) to:
Step 3 - Add Document(s)
Add the Document(s) to an individual Enrollee by clicking on the blue Document icon and adding the Document:
Add the Document(s) to multiple Enrollees by selecting the Enrollees on the left, then clicking the plus/Document button:
NOTE: When you manually add an E-signature Document, that Document is automatically emailed to the recipient the moment it is added. You can send reminders to Signers; learn how here.