Enrollsy

Serena Edwards

Richard Hogan

Learn how to use, send, and retrieve E-Signature, and Required Documents

Forms & Documents

Compare every form and document type, pick one for waivers, and learn how to share, collect, and track documents

Choosing the Right Form or Document

Learn how to download Required and E-signature Documents as PDFs and how to prepare your own PDFs before you add them to Enrollsy

Download and Prepare PDF Documents

Attach Program Forms, Required Documents, and E-Signature Documents to many Programs in one update

Bulk Add Forms and Documents to Programs

Have customers resubmit or re-sign documents after a set number of months

Set an Expiration Date on Required and E-Signature Documents

Overview of the different types of documents available

Getting Started

Forms attached to specific activities and visible in the customer portal

Document Types & Setup

See real examples of Activity Forms you can attach to Activities for Account Holders and Instructors

Activity Form Examples for Common Program Needs

Build a custom form and attach it to an Activity so Account Holders and Instructors can fill it out in their portals

How to Create an Activity Form and Attach it to an Activity

Activity Forms

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

Documens required to be downloaded or uploaded in the customer portal

Required Documents

Learn what E-signature Documents are, what they cost, and how to prepare, send and track them

E-signature Documents — How They Work

Upload a PDF, prefill it with enrollment info, test it, and send it to customers to sign

How to Create, Test and Send an E-signature Document

Update an E-signature Document Without Losing Past Signed Copies

How to Edit or Replace an E-Signature Document

Set up two or more signers on a new E-signature Document, map their fields and track who has signed

How to Add Multiple Signers to an E-Signature Document

Cancel the Unsigned Request and Record the Paper Copy in Enrollsy

How to Record a Printed E-Signature Document

PDF documents that are mapped and emailed to customers to sign

E-signature Documents

Track which Required and E-signature Documents are completed and which are still outstanding

How to View and Filter Documents

Download completed Required and E-signature Documents, combine them into one PDF, and print them together

How to Print Multiple Documents at Once

Remove a Required or E-signature Document from one Account or from your whole company, and understand what's lost

How to Delete a Document

Add a Required or E-signature Document to one Account, or upload a completed copy for a Customer

How to Add or Upload a Document to an Account

What you can do on the documents tab to view, send, and delete documents

Viewing & Managing Documents

Learn how automatic reminders work and how to follow up with Account Holders who haven't signed

Send Email Reminders for Unsigned E-Signature Documents

Find out why a Customer didn't get an E-signature Document or can't sign it, and how to fix it

Troubleshoot E-Signature Document Emails

How to add documents to programs or accounts

Sending Documents

Enrollsy.com

Pricing

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