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How to Filter Enrollee Documents
How to Filter Enrollee Documents

How to find specific Documents for individual Enrollees

Serena Edwards avatar
Written by Serena Edwards
Updated over 2 weeks ago

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."

filter documents in Enrollsy

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