Forms & Documents
Learn how to use, send, and retrieve E-Signature, and Required Documents
General Overview
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 Add a Document that Needs to be Signed or Completed (Not an E-Signature Document)Do you need to add a Form or Document for someone to "sign off" on? Follow these steps
How to Download a PDF of a DocumentIt's easy to download a copy of any E-signature or Required Documents
PDF Document Tips & TricksNeed help creating a quality PDF document for Required or E-Signature Documents? Learn how here!
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!
Activity Forms
Forms attached to specific activities and visible in the customer portal
How to Create an Activity FormEnrollsy allows you to create forms either from scratch or using the form you currently have
Activity Form ExamplesView some real-life examples of Forms that can be attached to one or more Activities for download/upload in the Customer App
How to Attach a Photo to an Activity FormEnrollsy allows you to upload an image to a form that you can then attach to an Activity
How to Create an Incident ReportUse your current form to create an Enrollsy form to add to an Activity
How to Add an Activity Form to an ActivityYou can create a form and then attach it to an Activity
Required Documents
Documents required to be filled out and available in the customer portal
About Required DocumentsLearn what makes a document "required"
How to Create a Required DocumentYou can create and add a Document to any Program that can be filled out, signed, and uploaded
About Required At Levels for Required DocumentsChoose the levels you need your Documents sent in Enrollsy
How to Upload a Required Document to an AccountLearn how to search for and add Documents to Enrollee Accounts
How to Mark a Required Document as CompletedLearn how to upload, mark as complete, or replace an existing Required Document or
How to Attach a Required Document to a ProgramLearn how to attach a Document to one or more Programs so it will show up in the Customer Portal
E-Signature Documents
PDF documents emailed to customers to sign
General OverviewGeneral information about E-signature Documents4 articles
Design ToolArticles about how to create, design, edit, and add signers to E-signature Documents5 articles
Test & SendHow to test, attach, and send out E-signature Documents3 articles
E-Signature EmailsHow to customize, edit, and send E-signature Document emails5 articles
Sensitive Documents
How Enrollsy handles sensitive information
Can I Upload Sensitive Documents?How to collect Documents with sensitive and personal information in Enrollsy
Documents Tab
What you can do on the documents tab to view, send, and delete documents
How to View Signed or Submitted DocumentsOnce you send Required or E-signature Documents, you can search for those who have signed/submitted it and who has not
How to View Enrollee DocumentsThere are two ways to view Documents (both Required and E-signature)
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 Send a Document to Multiple EnrolleesSend the same Document to many Enrollees by using the bulk Document feature
How to View Documents for Inactive EnrollmentsFind documents for Enrollees that are no longer active
How to Delete an Individual DocumentLearn how to delete Required or E-Signature Documents from one or more Accounts
How to Filter Enrollee DocumentsHow to find specific Documents for individual Enrollees
How to Add a Document to an AccountLearn how to send Required or E-signature Documents to individual accounts