When you attach a Required Document to a Program, every new enrollment in that Program asks the Customer for the document. You can attach one or more documents to one Program, or to several Programs at once.
Before You Start
Create your Required Document first. Learn how to create a Required Document.
A document attached to a Program is required for everyone who enrolls in that Program. To request a document from only a few Customers, add it to their Accounts instead.
Attach a Required Document to Programs
Step 1 — Open the Programs page
Go to My Company > Programs. Then choose one of these options:
One Program: Click the pencil icon next to the Program.
Multiple Programs: Check the box next to each Program, or check the top box to select all of them. Then click Bulk update settings to selected Program(s).
Step 2 — Add the document to the Enroll Form
Scroll down to the Enroll Form settings at the bottom left. Open the Required Documents dropdown and select one or more documents. If the field is turned off, click the toggle to turn it on first.
Step 3 — Save your changes
Click Save.
What Customers see
After they enroll, Customers see a red banner at the top of their Customer Portal. The banner shows a button to download or upload each Required Document.
Add a Required Document to specific Accounts
If only some Customers need a document, add it directly to their Accounts instead of attaching it to a Program. Learn how to upload documents to Accounts.