How to Send out E-Signature Documents

How to Add eSignature Documents to EnrolleesIn this video, we will learn how to add eSignature documents to one or more enrollees. Follow the steps below: Click on "Enrollees" in the navigation bar. Select the "Documents" tab. Select the enrollees you need to add a document to, or click the top checkbox to select all visible enrollees. Click the "Bulk Add Documents" button. Click on the "Document" drop-down. Select the eSignature document from the drop-down menu. Remove an account from the selection by clicking the X icon next to their name. Click the "Add" button to send the eSignature document to the selected accounts. Click the "Submit" button in the confirmation pop-up to finalize adding the document to the selected enrollees. You will receive a confirmation message that all documents were successfully added and automatically sent to the selected accounts. Click the X to close the window.To send an eSignature document to one enrollee, follow these steps: Select the enrollee's name from the list. On that person's document page, click on the "Add Document" button in the top right corner. Select the appropriate eSignature document from the Document Finder list. Click the "Add" button to proceed with adding the document and sending it directly to that account.