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How to Download a PDF of a Document
How to Download a PDF of a Document

It's easy to download a copy of any E-signature or Required Documents

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

You can download a Required Document or an E-signature Document in any of these locations within the app:

  • Documents tab on the Enrollee page (Enrollees on left menu > Documents)

  • Forms > Documents tab

Documents Tab

  • Click on Enrollees on the left menu (or whatever you call "Enrollees"). Then select the Documents tab at the top.

  • Search for a Document by one of these methods:

    • Enter an Enrollee or Account Holder name in the "Type to Filter" box

    • Click on the Document Finder button and select the boxes beside the options

  • Once you find the Document, click the down arrow on the left side to download it as a PDF.

download a pdf of a document in Enrollsy

NOTE: You can only download completed/uploaded Documents. If there is not an option to download, the Document may not be completed or uploaded.

Forms/Documents

  • Go to My Company, click on the Forms tab, then Documents

  • This page will show a list of any Required Documents and/or E-signature Documents you are using

  • Click the down arrow on the left side of the Document name to download it as a PDF

download e-signature documents in Enrollsy
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