Sometimes you may need to add a Document to an individual Account, whether it is a Required Document or an E-signature Document. Here's how to add a Document to an Account to be signed, downloaded, or uploaded.
Required Document
Upload a PDF to an Account
If your Customers have emailed you a Required Document to be uploaded to their Account, it's easy to do that in Enrollsy!
NOTE: If you've already created the Required Document and either attached it to the Program Enrollment, or added it to the Account, Enrollee, or Enrollment, you can skip to Step 4. Otherwise, follow the steps below:
Step 1 - Find the Document
Head to the Enrollees page (left sidebar) and click on the Documents tab at the top. You will filter for the Document you are looking for by clicking "Document Finder" on the far right.
Choose the following:
Entity (Is your Document at the Account, Enrollee, or Enrollment level?)
Document Title (Which Document are you needing to upload?)
Status (Choose "Not Completed")
Step 2 - Name the Filter (optional)
If you want to save the filter, give the filter a name. Saved filters will only show up on your account.
Step 3 - Upload the Document
Click on the Enrollee's name, and their Document(s)will pop up. All "not completed."
Documents will be in red and say "Not completed" underneath.
Click on the green upload button to upload the Document from your computer. (You will need to save the Documents on your computer to upload them).
Step 4 - Allow for Uploads Setting
If you don't see a green upload button, your Document may not have a box checked that allows for uploads. To remedy this, follow these steps:
Head to the My Company page and the Forms tab
Find your Document in the Required Documents list and click on the pencil icon
Next, find the checkbox (see below) that says, "Require upload..." and check it
Click Save and go back to the Documents page
Refresh your browser, and the green upload box should appear.
Add a Required Document to an Account to be Uploaded/Downloaded
You can view Enrollee's Documents on the Documents Page. There are two ways to get to the Documents page:
Account/Enrollee Page > Go To > Documents
On a particular Account page, click on the Enrollee page (with the Enrollee's name at the top). Then click on "Go to" under the Enrollee's enrollment, then "Documents."
Enrollees > Documents Tab
Click on "Enrollees" (or whatever you call them, i.e., "Students," etc.) on the left menu bar. Then click on the "Documents" tab at the top.
Once you are on the Documents page, follow these steps to view Documents for specific Enrollees:
Step 1 - Filter
You can filter in the "Type to Filter" space in the following ways:
Enrollee name - Enrollee's first or last name
Account name - Account Holder's first or last name
Program Options - One of your Program Options (i.e, the name of one of your programs)
Step 2 - Select Enrollees
Click on the Enrollee's name to get to their Document page.
Step 3 - Add the Document(s)
Next, click the "Add Document" icon to the right and choose one of your Required Documents from the dropdown menu. NOTE: Only the current list of Required Documents created will show in this list.
Click "Add" to add the Document to the Account.
All Documents added to an Account will show up on a red banner within the Customer Portal. For forms that need to be downloaded, a "Download" option will show. For those that need to be uploaded, an "Upload" option will show. E-signature Documents will say "check email" as all E-signature Documents are sent to the signer's email addresses.
E-signature Document
To send Documents out manually, after enrollment, you'll need to head over to the Documents page (Enrollees on left menu > Documents tab) and then follow the steps below:
Step 1 - Filter Enrollee
Filter by Enrollee name or Program option:
Step 2 - Select Enrollee
Select the Enrollee you want to send the Document(s) to:
Step 3 - Add Document(s)
Add the Document(s) to an individual Enrollee by clicking on the blue Document icon and adding the Document:
Add the Document(s) to multiple Enrollees by selecting the Enrollees on the left, then clicking the plus/Document button:
NOTE: When you manually add an E-signature Document, that Document is automatically emailed to the recipient the moment it is added. You can send reminders to Signers; learn how here.