Consequence of Deleting Required OR E-Signature Documents
If you delete one of these Documents, it deletes the Document from EVERY Account (whether it was at the Account, Enrollee, or Enrollment level).
We will be working on adding an Archive capability to Documents to preserve history.
In the meantime, DON'T DELETE a Document unless you don't need to preserve it for historical data purposes. However, if you find that you did delete a Document you want to keep, let us know in the chat button. We may be able to recover it.
How to Delete Individual Documents
An Admin can delete individual Documents at any time in the Documents tab.
Sometimes you may need to delete a Required or E-signature Document from someone's Account. Here's how you do that:
Required Document
A Required Document is any Document that you require of at least ONE Customer. These are typically either filled out and uploaded by the Customer or downloaded by the Customer. Follow these steps to delete a Required Document on an individual's account.
Step 1 - Filter Documents (if applicable)
If you need to delete more than one Document, you may need to filter the Documents to get all the Documents you need in one place. Here's how to do that:
Click on the Document Finder button, which allows you to create filters and even save them for use later. Once you have saved filters, you can select them to see a variety of things:
Who has not signed or submitted Documents
Who has signed or submitted a Document that is expired
Who has signed or submitted a Document that is expiring in 7, 30, or 90 days
And who has not signed or submitted a Document
Step 2 - Choose one Account
At this time, we do not have a way to delete or edit Documents in bulk. You will have to click on them one at a time. Once you click on the Account, the Document will show.
Step 3 - Delete Document
You will have to HOVER over the Document for the trashcan icon to appear. Click the icon to delete the Document. Click "Delete," then "Delete Anyway" to completely delete the Document.
E-Signature Document
An E-signature Document is saved as a PDF, then uploaded to Enrollsy and mapped with the fields on your customized Enroll Form. It is then emailed to your Customers (Account Holders) to e-sign.
Step 1 - Filter Documents (if applicable)
If you need to delete more than one Document, you may need to filter the Documents to get all the Documents you need in one place. Here's how to do that:
Click on the Document Finder button, which allows you to create filters and even save them for use later. Once you have saved filters, you can select them to see a variety of things, including quickly
Who has not signed or submitted Documents
Who has signed or submitted a Document that is expired
Who has signed or submitted a Document that is expiring in 7, 30, or 90 days
And who has not signed or submitted a Document
Step 2 - Choose one Account
At this time, we do not have a way to delete or edit Documents in bulk. So you will have to click on them one at a time. Once you click on the Account, the Document will show.
Step 3 - Cancel Signature
You will have to HOVER over the Document and click on the crossbar icon to cancel the e-signature request. It will make sure you want to cancel the request; just click "Continue," then "Continue Anyway."
NOTE about Canceling E-signature Requests
Canceling the e-signature request is a non-reversible action that will cancel the incomplete e-signature request and signers will no longer be able to sign. Canceling does not reimburse your account for this e-signature request.
A signature request is when someone prepares an E-signature Document and sends it out for someone to sign. The cost is $2.50 per signature request. Whether the request has been fully signed, partially signed, or unsigned, it will still be counted as one signature request transaction.
Step 4 - Delete Document
HOVER over the Document again to view the trashcan icon. Click the icon to delete the Document. Click "Delete," then "Delete Anyway" to completely delete the Document.
How to Delete a Required or E-Signature Document
To delete a company Required or E-Signature Document, go to Forms > Documents page. Click the trashcan icon beside the Document you want to delete, then click "Delete."
WARNING!
If you delete one of these Documents, it deletes the Document from EVERY Account (whether it was at the Account, Enrollee, or Enrollment level).
