You can add a document to an Account at any time, even after the Customer has enrolled. Once it's added, the Customer can download, upload, or sign the document. If a Customer sends you a completed copy, you can upload it to their Account yourself.
Open an Enrollee's Documents
You can get to an Enrollee's documents in two ways:
From the Documents page — Go to Enrollees > Documents. This page may be called Students, Children, or something else in your account.
From the Enrollee page — Open the Account, click the Enrollee's name, then click Go To > Documents under their enrollment
On the Documents page, type the name of the Enrollee, the Account Holder, or a Program Option in the Type to Filter box. Then click the Enrollee's name to see their documents. Learn more about finding and filtering documents.
Add a Required Document to an Account
Open the Enrollee's documents
Click the Add Document icon on the right
Choose a Required Document from the dropdown
Click Add
NOTE: Only your current Required Documents appear in the dropdown.
After you add a document, it shows up in a red banner in the Customer's Customer Portal:
Download — Shows for documents the Customer needs to download
Upload — Shows for documents the Customer needs to upload
Check email — Shows for E-signature Documents, which are emailed to each signer
Add an E-signature Document to an Account
To add the document to one Enrollee:
Open the Enrollee's documents
Click the blue Document icon and choose the E-signature Document
NOTE: An E-signature Document is emailed to the signer as soon as you add it. Learn how to send reminders to signers.
TROUBLESHOOTING: If you get an error when you add an E-signature Document, check the Account Holder and Enrollee fields on the Customer's Account. Dropbox Sign can't map text that's split across several lines, like a list. Edit the text so it's on one line, click Save, and add the document again.
Upload a Completed Required Document for a Customer
If a Customer emails you a completed Required Document or hands you a paper copy, you can upload it to their Account. Save the file to your computer first. If the document isn't on the Account yet, add it first.
Step 1 — Find the Document
Go to Enrollees > Documents
Click Document Finder
Under Entity, choose the level the document is on: Account, Enrollee, or Enrollment
Under Document Title, choose the document
Under Status, choose Not Completed and Not Expired
Click Filter, or click Save Filter and name it to use it again later. Saved filters only show up for you.
Step 2 — Upload the File
Click the Enrollee's name. Documents that aren't completed are red and say Not completed.
Hover over the document and click Upload document & mark as completed
Choose the file from your computer
To mark a document as completed without a file, or to replace an uploaded file, see How to Upload, Complete, or Replace a Required Document.
If You Don't See the Upload Option
The document may not be set up to accept uploads. To turn on uploads:
Go to My Company > Forms
Find the document in the Required Documents list and click the pencil icon
Check the Require upload box
Click Save
Go back to the Documents page and refresh your browser
Add a Document to One or More Accounts
To add the document to several Enrollees at once:
Check the box next to each Enrollee in the list on the left
Click the + Document button and choose the E-signature Document
NOTE: If you are sending an E-signature Document, the E-signature provider enforces a limit of 25 Enrollees at a time. For the best results, please wait 60 seconds between each batch of 25.
Here's what will happen with each type of Document added:
Required Document - A notification will appear in the Customers' Portal. When they sign in, they will see at the top in a red banner that they have a Document that needs to be signed or uploaded.
E-signature Document - An email will be sent to the Customer's email (to one or both Account Holders, depending on the number of signers on your Document) requesting the Document be filled out and signed.