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How to Download or Upload a Document
How to Download or Upload a Document

Learn how to upload required documents in the Enrollsy Customer App

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

If you have any outstanding Documents that need to be signed, uploaded, or downloaded, they will appear at the very top of the Customer App/Portal as shown:

documents not completed in Enrollsy customer app

View List of Documents

Click on the red band to see a list of Documents needed. The example above shows two Documents requiring attention. The Family Resources Document is a download-only Document.

Download Documents

Click on the blue button to the right to download the Document to your computer.

NOTE: The red band will still say the Document is needed. An Admin will need to mark it as complete (or received) in your Account for it to disappear from the Customer Portal.

Upload Documents

The Immunization Form is one that requires you to upload a Document (shot records). To achieve this, click on "Upload," and a window will open like one of the ones below.

Find your Document, click on it, and click "Open." This will upload the Document to your Account. After upload, the Document will disappear from the red band.

upload documents to Enrollsy account in macintosh

Windows window

upload documents to Enrollsy account in Mac

Mac window

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