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