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.
NOTE: If you have both the Primary Account Holder and the Secondary Account Holder as signers, and you have Primary Account Holders with NO Secondary Account Holder, the Primary Account Holder will need to have their email address as the Secondary Account Holder, and they will need to sign the document twice. So the first time they sign the document, they will receive a second email to sign it again as the 2nd signer.
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.