Skip to main content
All CollectionsForms & DocumentsE-Signature DocumentsGeneral Overview
What to do if a Customer Turns in a Printed E-signature Document
What to do if a Customer Turns in a Printed E-signature Document

Steps to take if a Customer fills out & signs a paper Document

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

What if a Customer prints out an E-signature Document and signs it in person?

In this case, follow these steps:

Step 1 - Cancel the Unsigned Request

Cancel the unsigned E-signature request. You can do that on the Enrollee's Documents page. Hover over the E-signature Document to view the circle backslash symbol. Click it to cancel the E-signature request.

cancel e-signature document in Enrollsy

Step 2 - Create a Required Document

Create a new "Required Document" called "Paper Enrollment Packet" (or whatever your E-signature Document is called) that you use for one-off situations like this.

Create it on the same "Required at" level that your "E-signature Document" is on (in the screenshot below, we have the "Per Primary Parent / Legal Guardian" level). You can do that on the Forms > Documents page.

required document for paper e-signature documents in Enrollsy

Step 3 - Add New Document to Enrollee

Add the new "Paper Enrollment Packet" to that Enrollee on the Documents page and mark it manually as "completed."

complete required document in Enrollsy

NOTE: It depends on what level the Document is required as to how many times you have to add this new Document:

  • If the document is required at the Primary Account Holder level, you only have to do this once for the Primary Account Holder.

  • If it is required at the Enrollee level, you have to do this once for each Enrollee.

  • If it is required at the Enrollment level, you have to do this for every enrollment.

If you still need the Enrollee's information in Enrollsy, since the Enrollment process is necessary for that, you can enroll them as an Admin. To learn how to enroll someone, click this support article.

Did this answer your question?