Customer Access & Document Privacy

You can find the forms you've created in several places depending on the type of form:

Go to My Company page > Forms tab > Activity Forms. These are customized forms attached to specific activities that customers or instructors can fill out.

Any links you add to your Enroll Form can be found on the Enroll Form and edited by going to My Company > Forms tab > Enroll Form under each section. Where the customer can view the link depends on the section you entered the field under. For account fields, customers can view the field under "My Account" >Account. For any fields under the Enrollees section can be viewed under "My Account" and each enrollees' name.

These show up directly under your Company-level Enroll Form at enrollment and need to be attached to specific programs. You can view completed Program Form responses by searching for an enrollee's name and clicking on their page - the form fields will appear under each enrollment.

E-signature documents are sent to customers via email. After signing the document, the customer will receive an email with the subject line: "You just signed [Company Name] [E-signature Document Name] from noreply@mail.hellosign.com. Customers can view completed E-signature Documents by clicking on the "View Signed Document" on the email sent after the document was signed.

Incomplete required documents can be found in the red banner in the customer portal. If there is an option to upload the document, once the document is uploaded, the red banner will disappear in the customer portal. At this time, there is no document page available in the customer portal for customers to see the documents they have submitted.

After completion, currently, these documents cannot be accessed by customers; only admin users on the Documents page. You can do a search for completed or incomplete documents on that page as well as the Notification Center under Documents.

Customers can view terms and conditions and any welcome messages in the "Submission Confirmation" email that is sent after enrollment.

Sensitive Documents are often required, but we currently do not allow for these to be uploaded. We all know that there is no 100% sure way to keep anything online safe/secure. Enrollsy follows security best practices, but so does the Federal Government, Experian, Target, etc. They've all been hacked and had customer data exposed.

We are working hard to allow for more types of Documents to be securely stored. Meanwhile, we recommend keeping Documents containing highly sensitive information like birth certificates and other forms of ID in paper form and not requiring them to be uploaded online.

Examples of "sensitive information":

If you're collecting these sensitive Documents in person, why bother tracking them in Enrollsy?

Glad you asked. If you use Enrollsy correctly, you'll be able to track every single required Document (including these sensitive Documents, which are being stored somewhere safe offline). You can accomplish this by adding a Required Document and unchecking the box that requires the customer to upload it. To learn more about Required Documents, go to this support article.

When a sensitive Document is received, it can be marked as complete by you as you receive it. Learn how to mark Documents as complete here. This means you can search for and find those with outstanding Documents without having to dig through a filing cabinet. You can also easily send reminders to those who have not submitted sensitive Documents.