Enrollsy

Collect forms and records from Customers through the Enrollsy Customer Portal

How to Create Required Documents

Manage a Customer's Required Documents from the Documents page in Enrollsy

How to Upload, Complete, or Replace a Required Document

Automatically request documents from every Customer who enrolls in a Program in Enrollsy

How to Attach Required Documents to Programs

Serena Edwards

Documens required to be downloaded or uploaded in the customer portal

Required Documents

Enrollsy.com

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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