You can view Enrollee's Documents on the Documents Page. There are two ways to get to the Documents page:
Account/Enrollee Page > Go To > Documents
On a particular Account page, click on the Enrollee page (with the Enrollee's name at the top). Then click on "Go to" under the Enrollee's enrollment, then "Documents."
Enrollees > Documents Tab
Click on "Enrollees" (or whatever you call them, i.e., "Students," etc.) on the left menu bar.
Once you are on the Documents page, follow these steps to view Documents for specific Enrollees:
Step 1 - Filter
You can filter in the "Type to Filter" space in the following ways:
Enrollee name - Type in the Enrollee's first or last name OR
Program Options - Type in one of your Program Options
Step 2 - Select Enrollees
Click the top checkbox to select all, or select the Enrollee(s) whose Document(s) you wish to view.
Step 3 - Add the Document(s)
After selecting the Enrollee(s), click the "Document Finder" button to the right and choose AT LEAST one option (or more) from each column.
Here is a description of each column shown:
Entity: Choose which entity or level the Document is on. NOTE: This is decided upon the creation of the E-signature Document. More about this can be found in this support article.
Document Title: Select the name of the Document
Status: Select the status of the Document (completed/not completed and expired/not expired).
After selecting one option from each column, click "Filter," and the filter will be added as an "Unsaved Filter." Or click "Save Filter" and name the filter. It will be saved onto your Admin User account.
Step 4 - View Enrollee's Document(s)
Once you filter, the list of Enrollees on the left side will be those with the Document, you selected. Click on the Enrollee name to view that Enrollee's Document(s).
NOTE: The page will look blank until you click on an Enrollee name.
Once you click on an Enrollee's name, you will see any Documents attached to that Enrollee or their Account:
