---
title: "Send documents and enrollment forms"
description: "Build enrollment packets in Admissions & CRM → Packets and send them to new families, and send everyday forms from Documents → Document Requests."
type: guide
updated: 2026-10-11
canonical_url: https://help.nestlicare.com/owners/enrollment/send-an-enrollment-packet
roles: ["center_admin", "super_admin"]
platforms: [web]
---
Paperwork for families lives in two places:

- **Enrollment packets** (the bundle a new family fills in as they enroll) are built and sent from **Admissions & CRM → Packets**.
- **Everyday forms** (permission slips, handbook sign-offs, document uploads) for families already enrolled are sent from **Documents → Document Requests**.

Both use the same form templates.

## Send an enrollment packet

1. Go to **Admissions & CRM → Packets**.
2. Click **New Packet**, give it a name and an optional description, and click **Create**. Or click **Create starter packet** for a ready-made packet with core enrollment forms.
3. Click **Edit Forms** on the packet. Use **Add Existing Form** to pick forms from your library, or create a new **Fillable form** or **Acknowledgement**. Mark each form **Required** or **Optional** with **Make Required** / **Make Optional**.
4. Click **Send to a family**, find the lead, and choose **Email packet** or **Copy link** to share it yourself.

When the family finishes, the lead shows as **Ready** under **Waiting on you** on the Pipeline. When you [convert the lead](/owners/enrollment/review-and-convert-a-lead#convert-a-lead-to-a-family), the completed forms are copied to the family's documents.

The admissions video shows a starter packet being created and sent to a lead (from 2:22), and what happens to the forms when the lead is converted.

<VideoEmbed
  src="admissions-explained"
  title="Admissions, explained: from the first inquiry to an enrolled family (narrated, 5 minutes)"
  captions={false}
/>

## Send everyday documents

The video below walks the whole feature: starter forms, building your own template, sending to a family, and tracking what comes back.

<VideoEmbed
  src="send-a-form"
  title="Send a form or permission slip (narrated, 60 seconds)"
  captions={false}
/>

### The Documents workspace

The **Documents → Document Requests** page has four tabs that follow a document's life:

- **Templates**: the forms and packets you can send. Start with **Add starter forms** for ready-made permission slips, or use **New template** to build your own fillable form or request an upload from families.
- **Outstanding**: what you've sent that families haven't finished yet.
- **Awaiting your review**: submissions that families have completed and are waiting on you.
- **Completed**: everything that's done.

<ScreenshotWithPointers
  src="/screenshots/owners/documents/documents-workspace.png"
  alt="The Documents page with Templates, Outstanding, Awaiting your review, and Completed tabs"
  caption="Documents → Document Requests. Templates to send, then Outstanding, Awaiting your review, and Completed track each one."
/>

### Get some templates ready

If you're just starting, click **Add starter forms** to drop in a set of common permission slips in one click. To make your own, use **New template**, which offers three kinds:

- **Fillable form**: you upload a PDF and drop fields onto it (text, date, checkbox, signature). Parents fill it in and sign.
- **Acknowledgement**: parents read a PDF and sign it with their typed name. Good for handbooks and policies.
- **Document request**: a checklist of files you ask families to upload, like a birth certificate or immunization record. Parents can scan paper with the app. See [Request documents from a family](/owners/documents/request-documents-from-a-family).

### Send a document to a family

Send from the **Documents** page: on a template card, click **Send** (or the card's menu → **Send to family**). Pick the **family** and the **child**, set an optional **due date**, and click **Assign**.

<Callout kind="info" title="Two different Documents buttons">
Sending a template to fill out happens on the Documents page (above). The <strong>Documents</strong> action on a child's row in <strong>Families & Children → Families</strong> is different: it's for <strong>uploading</strong> a file you already have onto that child's record, not for sending a form to fill.
</Callout>

### Track what comes back

As families work through what you sent, it moves from **Outstanding** (waiting on the family) to **Awaiting your review** (they've submitted) to **Completed** (you've approved). Check **Awaiting your review** for anything that needs your sign-off.

<Callout kind="info" title="Packets and documents share one switch">
Both are part of the feature named "Documents & Enrollment Packets". Enrollment packets are built and sent from **Admissions & CRM → Packets**; everyday forms from **Documents → Document Requests**.
</Callout>

## Troubleshooting

**A family says they didn't get the form.** Confirm you sent it to the right family, then check the **Outstanding** tab; resend from there. The family needs an app account to receive it, so make sure they've been [invited](/owners/families/invite-parents-to-the-app).

**I can't find the Documents area or the Packets tab.** The feature may be off in **Settings → Features** ("Documents & Enrollment Packets"). Turn it on.