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How to View Documents for Inactive EnrollmentsFind documents for Enrollees that are no longer active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