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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 2 weeks ago

You can download a Required Document or an E-signature Document in any of these Locations within the app. To download a BLANK document, follow these steps.

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

To download a specific Account/Enrollee/Enrollment Document, you can do so from either the Documents tab or the Admin Notifications Center. Follow the steps below depending on where you are downloading from.

Notifications Center

Admin users can be notified when Enrollees have completed or have not completed the Documents you send out in the Notification Center. The Notification Center is your OWN PERSONAL Notification Center. No other Admin User shares that particular Notification Center. If you have not yet set up your Notification Center, click here.

Follow the steps below to download a Document from the Notification Center.

Step 1 - Open the Notification Center

Click on the bell icon in the upper-right corner to open up the Notification Center.

Step 2 - View E-signature Document

If the Document is an E-signature Document, click the View. This will take you to the Documents page.

Select the down arrow on the left side of the Document to download it.

Step 2b - Download File

If the Document is a Required Document, click on "Download File," to download the Document.

Documents Tab

Follow these steps to download a Document from the Documents page.

Step 1 - Documents Tab

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

Step 2 - Search for Document

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

Step 3 - Download Document

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.

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