When an organization needs you to download, upload or sign a Document, a red banner appears at the top of the Customer Portal and the Enrollsy app. The banner shows how many Documents still need to be completed.
Step 1 — View Your Documents
If more than one Document needs attention, click View in the red banner to see the list
Each Document in the list shows what you need to do:
Upload — upload a completed file
Blue download icon — download the Document, complete it, then upload it
Check email — sign the Document from the email you received
Step 2 — Download a Document
Click the blue download icon next to the Document to save it to your computer
If the Document is fillable, open it in your browser or Adobe Acrobat and fill in the fields
Save the completed Document as a PDF by downloading it with your changes or printing it to PDF
Important — Save all pages in one PDF. You can only upload one file per Document. To combine pages into one PDF, use a free online tool such as ilovepdf.com.
Download-Only Documents — If a Document only needs to be downloaded, it stays in the red banner after you download it. An Admin at your organization needs to mark it as complete before it’s removed.
Step 3 — Upload a Document
Click Upload next to the Document
Find the completed Document on your computer and select it
Click Open
The file window looks different on Windows and Mac.
Once the upload finishes, the Document is removed from the red banner. If it’s still there, the upload didn’t go through. Try uploading it again.
Documents That Need a Signature
If a Document shows Check email, it needs an e-signature. To learn how to sign it, see How to Receive and Complete E-Signature Documents.