Required Documents in Enrollsy must be filled out and/or uploaded by a Customer (Account Holder/Enrollee) OR uploaded by an Admin User.
Customers can learn how to upload a Document on the Customer Portal here.
A Customer can either download a Required Document in the Customer Portal OR send it to an Admin User (via a hard or digital copy). Admins can easily upload it to that person's Account in Enrollsy. Here's how:
Upload Document
On the Documents page (Enrollees > Documents), find the Document you need to upload. To learn how to filter Documents, see this support article.
Hover over the Document and click the green button (see below) to upload the Document.
NOTE: If you receive a printed copy of the Document, use a scanner app to scan it on your phone and email or text it to yourself to download onto your computer. One of those apps is Genius Scan, available on Google Play or Apple App Store.
Once the Document is uploaded, it will be marked as complete on the Account.
The Document can then be downloaded by clicking on the Document title:
Mark a Document as Completed
If a Customer brings in a hard copy of a Document that does NOT need to be uploaded to Enrollsy, all you need to do is label it as completed. Click the green button on the Document to mark it as completed (if you can't see the green button, hover over the Document).
Replace a Document
If you want to replace a Document with another one and no longer need access to the one uploaded, hover over the Document and click the red X in the Document at the bottom. This will allow you to upload a new one in its place.
Delete Document
Clicking the trash can icon will delete the entire Document record. Only do this if you DO NOT require a history of this Document and no longer need it.
NOTE: If you delete a Document record, you will have to add the Document to that profile again. We cannot un-delete Document records.