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How to Send out E-Signature Documents

Learn the two ways to send documents to your customers

Richard Hogan avatar
Written by Richard Hogan
Updated over 2 weeks ago

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

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:

filter enrollees to manually send e-signature documents in Enrollsy

Step 2 - Select Enrollee

Select the Enrollee you want to send the Document(s) to:

select enrollees to send e-signature documents to in Enrollsy

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 e-signature document in Enrollsy

Add the Document(s) to multiple Enrollees by selecting the Enrollees on the left, then clicking the plus/Document button:

add e-signature documents to multiple enrollees in Enrollsy

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.

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