On the Documents Page, there is a "Type to Filter" blank. You can filter in the following ways:
Enrollee name - Type in the Enrollee's first or last name
Account Holder - Type in the Primary or Secondary Account Holder's first or last name or email address
Program Options - Type in one of your Program Options. For example, a Program Option is "Program Name," and one of those names is "Group Art Lessons." You can search by typing "Group" or "Group Art."
You can also filter using the Document Finder button. This button allows you to create filters and save them for use later. Don't worry; the filters you create for you aren't seen by others, so each user can have their filters. Once you have saved filters, you can select them to see a variety of things, including:
Who has not signed or submitted Documents (Completed/Expired or Not Expired)
Who has signed or submitted a Document that is expired (Completed/Expired)
Who has signed or submitted a Document that is expiring in 7, 30, or 90 days (Completed/Not Expired)
Who has not signed or submitted a Document (Not Completed/Not Expired)
IMPORTANT NOTE: You must select an option under both "Signature" and "Expiry" under the Status coluimn. This is "and" logic, NOT "or" logic. Therefore, if you are searching for incomplete documents, you have to select "Not Completed" AND "Not expired" (as documents that are not complete would not have an expiration date).
