How are documents and E-Signature documents sent out by Enrollsy?

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Updated On   
14 Dec
4:13 pm

There are two ways to send documents for signature or for other action, such as download and/or upload.

  1. Automatically
    To send documents out automatically at the time of enrollment, you'll need to attach the document(s) to the program.
  2. Manually
    To send documents out manually, after enrollment, you'll need to head over to the Documents page, select the enrollee you want to send the document(s) to and add the document(s).
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