You can add a Required Document (NOT for E-signature) and make it available for your Customers to download, complete, and/or sign and then upload back to you.
What do we mean by "Required"? Any Document that you require of at least ONE Customer is a Required Document. With Enrollsy, you get to set your requirements for who receives the documents you add.
Follow the steps below to create a Required Document:
Create Required Document
Step 1 - Documents page
Head to the My Company page and choose Forms > Documents. Click on the plus button under Required Documents.
Step 2 - Enter Information
Enter the following information:
Title of Document
Expiration (in months) - This means that this Document will need to be uploaded again at some point in the future, or it will no longer be valid at the date set. This is optional.
Required at: Choose which level ( Primary Account Holder, Enrollee, OR Enrollment) to require the document. Confused about this? See this support article for additional information.
Step 3 - Upload Option
Check the Require Upload checkbox (unless this Document contains highly sensitive information) if you need the Customer to upload a Document. Or if you need the Customer to download a Document, upload a blank copy of the Document. Remember to click Save.
