How can I see who has signed E-Signature Documents or submitted other Required Documents?

Support Home
Updated On   
Mon
14 Dec
2020
4:14 pm

First, head over the Documents Tab in Enrollsy. There you'll see a list of active enrollments. You can filter this list by Program name or by Enrollee name:

You can also filter using the Document finder button. This button allows you to create filters and even save them for use later. Don't worry, the filters you create for you aren't seen by others, so each user can have their own filters. Once you have saved filters you can select them to quickly see a variety of things, including:

  • Who has not signed or submitted documents
  • Who has signed or submitted a document that is expired
  • Who has signed or submitted a document that is expiring in 7, 30, or 90 days
  • And who has not signed or submitted a document
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