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