There are two ways to view completed or not completed Documents. The first (and best!) is to set this up in the Admin Notification Center. Each Admin can be automatically notified when Enrollees have either completed or NOT completed the Documents.
Document Notification Center
The Notification Center is your OWN personal Notification Center. No other Admin User shares that particular Notification Center.
Click here to learn how to set up your Notification Center.
See "How to be notified of completed Documents" for further instructions on setting up specific Document notifications.
The Notification Center can be accessed by clicking on the bell icon in the upper-right corner:
Click "Documents" on the right side to open up any incomplete Document notifications:
You can do the following within the Documents Notification Center:
Click on "View" to view the Document to redirect you to the Documents Tab (see below).
Click "Dismiss" to dismiss the notification (and it will be deleted from your Notification Center).
Send a reminder to customers for incomplete E-signature Documents by clicking "Send Reminder."
Documents Tab
You can also see completed and not completed Documents on the Documents Tab in Enrollsy (under Enrollees/Students on the left sidebar). There you'll see a list of active enrollments. You can filter this list by Program name or by Enrollee name:
Important Notes About Deleting Enrollments or Archiving Enrollment Periods or Programs
If an e-sign document is attached to an enrollment and you delete that enrollment, the document is deleted with it. If you simply deactivate the enrollment, the document will remain.
If you archive the program or enrollment period, and the document lives at the enrollment level, it will no longer appear on the Documents page. The only ways around this are to move the document to a different level (student or account) or to unarchive the program or enrollment period so the documents become visible again.
Filter Documents
You can also filter using the Document Finder button. This button allows you to create filters and save them for use later. Don't worry; the filters you create for you aren't seen by others, so each user can have their filters. Once you have saved filters, you can select them to see a variety of things, including:
Who has not signed or submitted Documents (Completed/Expired or Not Expired)
Who has signed or submitted a Document that is expired (Completed/Expired)
Who has signed or submitted a Document that is expiring in 7, 30, or 90 days (Completed/Not Expired)
Who has not signed or submitted a Document (Not Completed/Not Expired)
IMPORTANT NOTE: You must select an option under both "Signature" and "Expiry" under the Status coluimn. This is "and" logic, NOT "or" logic. Therefore, if you are searching for incomplete documents, you have to select "Not Completed" AND "Not expired" (as documents that are not complete would not have an expiration date).
Here are the steps to view Documents for specific Enrollees:
Step 1 - Filter
You can filter in the "Type to Filter" space in the following ways:
Enrollee name - Type in the Enrollee's first or last name OR
Program Options - Type in one of your Program Options
Step 2 - Select Enrollees
Click the top checkbox to select all, or select the Enrollee(s) whose Document(s) you wish to view.
Step 3 - Add the Document(s)
After selecting the Enrollee(s), click the "Document Finder" button to the right and choose AT LEAST one option (or more) from each column.
Here is a description of each column shown:
Entity: Choose which entity or level the Document is on. NOTE: This is decided upon the creation of the E-signature Document. More about this can be found in this support article.
Document Title: Select the name of the Document
Status: Select the status of the Document (completed/not completed and expired/not expired).
After selecting one option from each column, click "Filter," and the filter will be added as an "Unsaved Filter." Or click "Save Filter" and name the filter. It will be saved onto your Admin User account.
Step 4 - View Enrollee's Document(s)
Once you filter, the list of Enrollees on the left side will be those with the Document, you selected. Click on the Enrollee name to view that Enrollee's Document(s).
NOTE: The page will look blank until you click on an Enrollee name.
Once you click on an Enrollee's name, you will see any Documents attached to that Enrollee or their Account:
How to View Documents for Inactive Enrollments
To view Documents for Enrollees with inactive Enrollments, follow these steps.
Go to the Documents page, there is a toggle button in the upper-right corner.
Click that button to view inactive Enrollees. Learn how to view Documents for active Enrollments here.
