Sometimes a customer prints an E-signature Document and signs it by hand instead of signing it online. When that happens, cancel the e-signature request and record the paper copy as a Required Document. The customer's account will then show the Document as complete.
Before You Start
If the customer hasn't enrolled online, enroll them as an admin first so their information is in Enrollsy. For steps, see How to Enroll Someone in a Program or Waitlist as an Admin
You only need to create the Required Document in step 1 once. After that, reuse it whenever a customer turns in a paper copy
Step 1 — Create a Required Document for Paper Copies
Go to My Company > Forms > Documents
Create a new Required Document with a name that matches your E-signature Document, such as Paper Enrollment Packet
Set Required At to the same level as your E-signature Document
To keep a scanned copy of the signed paper Document, turn on Require Upload
For full steps, see How to Create a Required Document.
Step 2 — Cancel the Unsigned E-signature Request
Go to the Enrollee's Documents page
Hover over the unsigned E-signature Document
Click the cancel icon, a circle with a line through it
Step 3 — Add the Paper Copy and Mark It Complete
On the Enrollee's Documents page, add the Required Document you created in step 1
Mark it as Completed
If you turned on Require Upload, upload the scanned copy
How many times you add the Document depends on its Required At level:
Primary Account Holder — Once for the Primary Account Holder
Enrollee — Once for each Enrollee
Enrollment — Once for each enrollment