How to Create a Required Document

You can create and add a Document to any Program that can be filled out, signed, and uploaded

Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

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 of 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 will contain 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.

Adding documents for signature or upload in Enrollsy
Did this answer your question?