Enrollsy

Serena Edwards

Richard Hogan

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

Forms & Documents

All you need to know to assist you in creating Forms and Documents

Guide to Enrollsy Forms & Documents

Do you need to add a Form or Document for someone to "sign off" on? Follow these steps

How to Create a Form that Needs to be Completed (Not an E-Signature Document)

Learn how to download a PDF and other tips and tricks

Working with PDF Documents

Enrollsy makes it easy to add Program Forms and Required and E-Signature Documents in Bulk

How to Add Documents to Multiple Programs

Need to expire a Required or E-Signature Document? Here's how!

How to Add an Expiration Date to Documents

There are various ways to handle waivers from forms to documents

Ways to Handle Waivers in Enrollsy

Which forms/documents Customers can edit/view and how to collect sensitive/personal information

Customer Access & Document Privacy

Overview of the different types of documents available

Getting Started

Forms attached to specific activities and visible in the customer portal

Document Types & Setup

View some real-life examples of Forms that can be attached to one or more Activities for download/upload in the Customer App

Activity Form Examples

Enrollsy allows you to upload an image to a form that you can then attach to an Activity

How to Attach a Photo to an Activity Form

You can create a form and then attach it to an Activity

How to Add an Activity Form to an Activity

Activity Forms

About Required Documents

You can create and add a Document to any Program that can be filled out, signed, and uploaded

How to Create a Required Document

Learn how to upload, mark as complete, or replace an existing Required Document or

How to Mark a Required Document as Completed

Documens required to be downloaded or uploaded in the customer portal

Required Documents

Learn what an E-sign Document is, why you might need it, and much more!

About E-signature Documents

Learn how to create, test and attach E-signature Documents

How to Create, Test & Attach an E-signature Document

Learn how to update Documents for signature in Enrollsy

How to Edit an E-Signature Document

When making a new E-signature Document, you can add as many Signers as needed

How to Add Multiple Signers to an E-Signature Document

Learn how to add a custom message and subject line to the E-signature Document email

How to Customize the E-Signature Document Email

Steps to take if a Customer fills out & signs a paper Document

What to do if a Customer Submits a Printed E-signature Document

PDF documents that are mapped and emailed to customers to sign

E-signature Documents

Once you send Required or E-signature Documents, you can search for those who have signed/submitted it and who has not

How to View Documents

Read this article to find the fastest way to print E-signature Documents

How to Print Multiple Documents

Find out what results if a Required or E-Signature Document is deleted

How to Delete a Document and the Consequences

How to find specific Documents for individual Enrollees

How to Filter Enrollee Documents

Learn how to send Required or E-signature Documents to individual accounts

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 to send Email reminders for unsigned Documents

How to Send Email Reminders for E-Signature Documents

Need to send a signed Document to another person? Here's how in three simple steps

How to Email a Copy of an E-signature Document

Find out the reasons why E-sign Documents may not get sent out

Troubleshooting E-signature Email Delivery

Send the same Document to many Enrollees by using the bulk Document feature

How to Send a Document to Multiple Enrollees

For creating, printing, or emailing 1 or 1,000 custom PDFs using data from Enrollsy

About Mail Mergic & How it Works

How to add documents to programs or accounts

Sending Documents

Enrollsy.com

Pricing

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