Customers can upload their own Required Documents in the Customer Portal. Learn how Customers upload a document in the Customer Portal.
If a Customer gives you a paper or digital copy instead, an Admin can upload it to their Account or mark it as completed.
Find the document
Go to Enrollees > Documents and find the document. Learn how to filter documents.
Hover over the document to see its buttons.
Upload a document and mark it as completed
Hover over the document and click Upload document & mark as completed. Then select the file.
NOTE: If you receive a printed copy, scan it with a phone scanner app, then email or text it to yourself so you can save it to your computer. Genius Scan is one option, available on Google Play and the Apple App Store.
After you upload the file, the document shows as completed on the Account.
To download the uploaded file, click the document title.
Mark a document as completed without uploading
Use this option when a Customer gives you a hard copy that you don't need to store in Enrollsy. Hover over the document and click Mark as completed.
NOTE: When you mark a document as completed without uploading a file, there's no file to download later. To add a file afterward, delete the document record and add the document to the Account again.
Replace an uploaded document
Hover over the document and click Remove uploaded document & mark as not completed. Then upload the new file in its place.
After you remove a file, you can't access it anymore.
Delete a document record
Hover over the document and click Delete record (the trash can icon). This deletes the whole document record, including its history.
NOTE: Deleted document records can't be restored. Only delete a record if you don't need its history. To request the document again, you'll need to add it back to the Account.