Document Types & Setup
Forms attached to specific activities and visible in the customer portal
By Serena1 author12 articles
Activity Forms
Forms attached to specific activities and visible in the customer portal
- Activity Form ExamplesView some real-life examples of Forms that can be attached to one or more Activities for download/upload in the Customer App
- How to Attach a Photo to an Activity FormEnrollsy allows you to upload an image to a form that you can then attach to an Activity
- How to Add an Activity Form to an ActivityYou can create a form and then attach it to an Activity
Required Documents
Documens required to be downloaded or uploaded in the customer portal
- About Required DocumentsLearn what makes a document "required"
- How to Create a Required DocumentYou can create and add a Document to any Program that can be filled out, signed, and uploaded
- How to Mark a Required Document as CompletedLearn how to upload, mark as complete, or replace an existing Required Document or
E-signature Documents
PDF documents that are mapped and emailed to customers to sign
- About E-signature DocumentsLearn what an E-sign Document is, why you might need it, and much more!
- How to Create, Test & Attach an E-signature DocumentLearn how to create, test and attach E-signature Documents
- How to Edit an E-Signature DocumentLearn how to update Documents for signature in Enrollsy
- How to Add Multiple Signers to an E-Signature DocumentWhen making a new E-signature Document, you can add as many Signers as needed
- How to Customize the E-Signature Document EmailLearn how to add a custom message and subject line to the E-signature Document email
- What to do if a Customer Submits a Printed E-signature DocumentSteps to take if a Customer fills out & signs a paper Document