Viewing & Managing Documents
What you can do on the documents tab to view, send, and delete documents
By Serena1 author5 articles
How to View DocumentsOnce you send Required or E-signature Documents, you can search for those who have signed/submitted it and who has not
How to Print Multiple DocumentsRead this article to find the fastest way to print E-signature Documents
How to Delete a Document and the ConsequencesFind out what results if a Required or E-Signature Document is deleted
How to Filter Enrollee DocumentsHow to find specific Documents for individual Enrollees
How to Add or Upload a Document to an AccountLearn how to send Required or E-signature Documents to individual accounts
