Forms & Documents
Learn how to use, send, and retrieve E-Signature, and Required Documents
By Serena and 1 other2 authors29 articles
Getting Started
Overview of the different types of documents available
Guide to Enrollsy Forms & DocumentsAll you need to know to assist you in creating Forms and Documents
How to Create a Form that Needs to be Completed (Not an E-Signature Document)Do you need to add a Form or Document for someone to "sign off" on? Follow these steps
Working with PDF DocumentsLearn how to download a PDF and other tips and tricks
How to Add Documents to Multiple ProgramsEnrollsy makes it easy to add Program Forms and Required and E-Signature Documents in Bulk
How to Add an Expiration Date to DocumentsNeed to expire a Required or E-Signature Document? Here's how!
Ways to Handle Waivers in EnrollsyThere are various ways to handle waivers from forms to documents
Customer Access & Document PrivacyWhich forms/documents Customers can edit/view and how to collect sensitive/personal information
Document Types & Setup
Forms attached to specific activities and visible in the customer portal
Viewing & Managing Documents
What you can do on the documents tab to view, send, and delete documents
How to View DocumentsOnce you send Required or E-signature Documents, you can search for those who have signed/submitted it and who has not
How to Print Multiple DocumentsRead this article to find the fastest way to print E-signature Documents
How to Delete a Document and the ConsequencesFind out what results if a Required or E-Signature Document is deleted
How to Filter Enrollee DocumentsHow to find specific Documents for individual Enrollees
How to Add or Upload a Document to an AccountLearn how to send Required or E-signature Documents to individual accounts
Sending Documents
How to add documents to programs or accounts
How to Send Email Reminders for E-Signature DocumentsLearn how to send Email reminders for unsigned Documents
How to Email a Copy of an E-signature DocumentNeed to send a signed Document to another person? Here's how in three simple steps
Troubleshooting E-signature Email DeliveryFind out the reasons why E-sign Documents may not get sent out
How to Send a Document to Multiple EnrolleesSend the same Document to many Enrollees by using the bulk Document feature
About Mail Mergic & How it WorksFor creating, printing, or emailing 1 or 1,000 custom PDFs using data from Enrollsy