You can add Program Forms (Enroll Form), Required Documents, and E-Signature Documents to multiple Programs at once (or in bulk). To accomplish this, head to My Company > Programs.
Step 1 - Select Programs
Check the box beside the Programs you need to add Documents to (or choose "select all" at the top):
Step 2 - Bulk Update
Click the Bulk Update button:
Step 3 - Enroll Form Settings
Scroll to the Enroll Form (Optional) section and click on the toggles on the right for the Document(s) you want to add. Here are three options you have:
Additional Program Fields - These are Program Forms that you can add to your Enroll Form and gather specific information for certain Programs. Learn more about these forms here.
Required Documents - These are any Documents that you require of at least ONE customer. Click here to learn more about Required Documents.
E-signature Documents - These Documents are digital PDFs for a legally binding signature. Learn how to create an E-signature Document here.
Step 4 - Select Document
Click on the already-created Document in the list to attach it to the Programs.
Click Update to save any changes.
