How to Download a PDF of a Document
You can download a Required Document or an E-signature Document in any of these Locations within the app. To download a BLANK document, follow these steps.
Forms/Documents
Go to My Company, click on the Forms tab, then Documents
This page will show a list of any Required Documents and/or E-signature Documents you are using
Click the down arrow on the left side of the Document name to download it as a PDF
To download a specific Account/Enrollee/Enrollment Document, you can do so from either the Documents tab or the Admin Notifications Center. Follow the steps below depending on where you are downloading from.
Notifications Center
Admin users can be notified when Enrollees have completed or have not completed the Documents you send out in the Notification Center. The Notification Center is your OWN PERSONAL Notification Center. No other Admin User shares that particular Notification Center. If you have not yet set up your Notification Center, click here.
Follow the steps below to download a Document from the Notification Center.
Step 1 - Open the Notification Center
Click on the bell icon in the upper-right corner to open up the Notification Center.
Step 2 - View E-signature Document
If the Document is an E-signature Document, click the View. This will take you to the Documents page.
Select the down arrow on the left side of the Document to download it.
Step 2b - Download File
If the Document is a Required Document, click on "Download File," to download the Document.
Documents Tab
Follow these steps to download a Document from the Documents page.
Step 1 - Documents Tab
Click on Enrollees on the left menu (or whatever you call "Enrollees"). Then select the Documents tab at the top.
Step 2 - Search for Document
Search for a Document by one of these methods:
Enter an Enrollee or Account Holder name in the "Type to Filter" box
Click on the Document Finder button and select the boxes beside the options
Step 3 - Download Document
Once you find the Document, click the down arrow on the left side to download it as a PDF.
NOTE: You can only download completed/uploaded Documents. If there is not an option to download, the Document may not be completed or uploaded.
PDF Document Tips & Tricks
If you are unfamiliar with how to make a PDF Document, here are some tips and tricks to assist you.
NOTE: For the best customer experience, we recommend that all PDF Documents have a white background. If your existing PDF does not have this, you may need to turn it into a Word Document (if you don’t want to re-type everything, there is a way to do this. See Convert Word Document to PDF section below).
Edit Word Document
You will need to edit your Word Document by taking out items that can be filled in or put in another place, such as:
Dates (replace with a line or a blank space)
Years (replace with a line or blank space)
Tuition Amounts/Rates (these can be included in the Terms & Conditions, but they are also baked into the enrollment process, so they may no longer be necessary)
Re-Organize Word Document
Next, you will need to take out any pages that don’t need to be included or are better suited elsewhere. This depends on the company and its needs, but some examples are Financial Contracts (can go in Terms & Conditions) and Health forms that need a physician’s signature.
Print Word Document to PDF
Now you’re ready to turn your Word Document (or Word alternative) into a PDF with the Print method.
NOTE: You can use this method on both Windows and Mac computers.
Open the Document you’d like to print to a PDF file. In the menu bar at the top of the screen, select File > Print. Instead of choosing your printer, click "Print to PDF" to save it as a PDF.
Convert Word Document to PDF
You may want to turn your existing Word Document into a PDF. There are software programs available to do this for free. (HINT: Do a Google search for "convert Word to PDF" to find these programs. One software program is https://www.ilovepdf.com/).
All you have to do is drag and drop your Word file and hit Convert to PDF! After it’s converted, download the PDF onto your computer.
Edit/Re-Organize PDF Document
If you get to this point and realize you forgot to take something out (item or page) or have any other issue, don’t fret! Your PDF Document can be edited, organized, split, merged, or whatever else you need.
One software program that has many free options is https://www.ilovepdf.com/. Here are some options you have with this software:
Edit PDF (add text, images, and shapes; edit the size, font, and color of added content)
Organize PDF (sort pages by deleting or adding PDF pages)
Merge PDF (combine PDFs in the order you want)
Split PDF (separate one page or a whole set)
Compress PDF (reduce file size)
Convert to PDF (convert JPG, Word, PowerPoint, Excel, or HTML to a PDF)
Convert from PDF (convert a PDF to JPG, Word, PowerPoint, or Excel)
Repair PDF (repair a damaged PDF and recover data from a corrupted PDF)
If you need further assistance on ilovepdf.com, they have their own user’s guide.