**If you have not yet created your Required Document(s), see this support article for steps.
To require Document submissions upon enrollment, you will need to add them to your Program(s). From that moment on, every new enrollment into that Program will automatically be asked to provide the Document. The Document will show up in the Customer Portal as a red banner at the top.
NOTE: The Document must be required for EVERYONE who enrolls in the specific Program you add the Document to!
Here's how to add one or more Required Documents to one or more Programs:
Step 1 - Select Program(s)
Head to the Program page and click on the pencil icon of the Program you want to attach the Document to. To attach it to more than one Program, select the Programs on the left (or select all) and click the bulk update button (see below).
Step 2 - Attach to Enroll Form
Scroll down to Enroll Form settings at the bottom left. Click on Required Documents (you may need to click the toggle button to turn this on). Then select the Document you previously created.
Step 3 - Save
Click the Save button to save your settings.
NOTE: After this is finished, everyone who enrolls in that Program will see a red banner at the top of the Customer Portal with a button to either download or upload a Document.
Add to Account
If your Document is required to be filled out/downloaded/uploaded by one or more Customers, you can add the Document to those Accounts. Learn how to upload Documents here.