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There are two ways to send Documents for signature or other actions, such as download and/or upload.
To send Documents out automatically at the time of enrollment, you'll need to attach the Document(s) to the program. How to attach an E-signature Document.
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:
Filter by Enrollee name or Program option:
Select the Enrollee you want to send the Document(s) to:
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; learn how here.