Document Types & Setup
Forms attached to specific activities and visible in the customer portal
By Serena1 author10 articles
Activity Forms
Forms attached to specific activities and visible in the customer portal
- Activity Form Examples for Common Program NeedsSee real examples of Activity Forms you can attach to Activities for Account Holders and Instructors
- How to Create an Activity Form and Attach it to an ActivityBuild a custom form and attach it to an Activity so Account Holders and Instructors can fill it out in their portals
Required Documents
Documens required to be downloaded or uploaded in the customer portal
- How to Create Required DocumentsCollect forms and records from Customers through the Enrollsy Customer Portal
- How to Upload, Complete, or Replace a Required DocumentManage a Customer's Required Documents from the Documents page in Enrollsy
- How to Attach Required Documents to ProgramsAutomatically request documents from every Customer who enrolls in a Program in Enrollsy
E-signature Documents
PDF documents that are mapped and emailed to customers to sign
- E-signature Documents — How They WorkLearn what E-signature Documents are, what they cost, and how to prepare, send and track them
- How to Create, Test and Send an E-signature DocumentUpload a PDF, prefill it with enrollment info, test it, and send it to customers to sign
- How to Edit or Replace an E-Signature DocumentUpdate an E-signature Document Without Losing Past Signed Copies
- How to Add Multiple Signers to an E-Signature DocumentSet up two or more signers on a new E-signature Document, map their fields and track who has signed
- How to Record a Printed E-Signature DocumentCancel the Unsigned Request and Record the Paper Copy in Enrollsy