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:

Click on the red band to see a list of Documents needed. The example above shows two Documents requiring attention. The Family Resources Document in the above example is download-only. The Immunization Form requires a form to be uploaded.

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

In the example above, the Immunization Form 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.

Windows window

Mac window

For Documents to sign, the Document will say "Check email." Click here to learn how to receive and complete E-signature Documents.