See this support article if you are looking for how to add a Required Document (not for E-signature) and make it available for download, completing and/or signing, and then uploading
If you prefer not to use the Required Document feature, Enrollsy allows you several ways to add a Document for upload and/or download.
Enroll/Program Form (Formatted Content)
The Formatted Content field in the Enroll Form is a feature that gives you ultimate flexibility in content. You can add a link to your Document using this feature right within your Enroll Form. Here are the steps:
Access your Enrollment Form by going to My Company > Forms > Enroll Form
Under the section you want to put the Document link, click the plus button
You may want to put this Document on a Program Form that you can attach to a specific Program. If so, under the Program Selection section of the Enroll Form, click the plus button to add a new Program Form
A list of the field elements will appear. Type in your label at the top, select "Formatted Content," then click "Add."
Within the Field Settings, enter the text you want then click the three dots then the "Insert/edit Link" icon
Insert an HTML link and choose the text to display and the title.
Find out more about the Formatted Content field here. Here is an example of how this particular example looks on the Enroll Form:
Upload Document via File Upload
Choose the "File Upload" field if you need the customer to upload a Document to you within the Enroll Form. For example, say you need a shot record. Add this field, and it will ask the customer to upload the shot record right in the Enroll Form.
Add Program Content
You can also add your Document as Content under a specific Program. Follow these steps to add Content:
Go to the Content page (Classes on left menu > Content tab)
Select the Program for which you want to add Content. Then click the add button
You can make Content intended for all Classes within the Program, or specify a list of Classes that should be able to access it.
Create a Title and choose the link type
Copy and paste the URL where the document is hosted. This can be in Google Docs or OneDrive (open the document and copy the URL in the address bar. Paste that address where it says "URL")
Here is an example of a Document in the Contents tab (from the Customer Portal):
Link to the Document
If you need to add a Document that often changes (every six to 12 months), you can put a link to the document itself in your Terms & Conditions. Here's how to do that:
Head over to My Company and scroll down to Enroll Form
Click the down arrow then the cog icon beside the Terms and Conditions you want to add the link to.
Select the pencil icon to edit the Terms
Highlight the text you want to link or just click the link icon
Enter the URL where the document is hosted. This can be in Google Docs or OneDrive (open the document and copy the URL in the address bar. Paste that address where it says "URL")
Choose the text to display and the title.
Click Save to save the changes
NOTE: Your document will have to be hosted elsewhere (either on your website or somewhere else). You can host PDF documents for free on sites such as Yumpu.
It's a best practice to add a statement in either your Terms & Conditions or your Enroll Form stating that a copy of the Document is or will be provided upon enrollment and that enrollment is incomplete until the Document is signed and/or completed.