How to send out E-Signature Documents

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.
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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 by Enrollee name or Program option:

Step 2

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

Step 3

Add the Document(s) to an individual Enrollee by clicking on the blue Document icon and adding the Document:

Step 4

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.