Forms & Documents

Learn how to use, send, and retrieve E-Signature, and Required Documents

Richard Hogan avatar Serena Edwards avatar Ty Holbrook avatar +1
37 articles in this collection
Written by Richard Hogan, Serena Edwards, Ty Holbrook and 1 other
E-Signature Documents

About E-signature Documents

Learn what an E-sign Document is, why you might need it, and much more!
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

How to create an E-signature Document

Learn how to create your own Documents to send out for a signature
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

How to attach an E-signature Document

E-signature Documents are sent automatically when attached to a Program
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

How to add multiple Signers to an E-Signature Document

When making a new E-signature Document, you can add as many Signers as needed
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

How to add a signature to a Document

There's an easier way to "sign" your Required Documents. Here's how
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

How to create an additional Signer field on the Enroll Form

Here's how to set up an additional signer for an E-signature Document
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

How to design an E-signature Document

Learn all about the Design Tool to create your best Documents!
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

How to test your E-signature Document

You've created your Document, learn how to test it for errors
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

How to send out E-Signature Documents

Learn the two ways to send documents to your customers
Richard Hogan avatar
Written by Richard Hogan
Updated over a week ago

How to edit an E-signature Document

Learn how to update Documents for signature in Enrollsy
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

What to do if a Customer receives a signature request error

Here's how to cancel and send a new E-Signature document to a customer
Serena Edwards avatar
Written by Serena Edwards
Updated over a week ago

How to change the email address on an E-Signature Document

E-signature Document not sent? Learn how to edit the email address
Tyler Andersen avatar
Written by Tyler Andersen
Updated over a week ago

How to require an E-Signature Document to be completed within a certain time frame

How to encourage timely signatures on your E-Signature Documents
Richard Hogan avatar
Written by Richard Hogan
Updated over a week ago

How to send Email reminders for E-signature Documents

Learn how to send Email reminders for unsigned Documents
Richard Hogan avatar
Written by Richard Hogan
Updated over a week ago

What to do if a Customer turns in a printed E-signature Document

Steps to take if a Customer fills out & signs a paper Document
Ty Holbrook avatar
Written by Ty Holbrook
Updated over a week ago