---
title: "Send documents and enrollment forms"
description: "Where documents, permission slips, and enrollment packets live, and how you send them to families and track what comes back."
type: guide
updated: 2026-09-14
canonical_url: https://help.nestlicare.com/owners/enrollment/send-an-enrollment-packet
roles: ["center_admin", "super_admin"]
platforms: [web]
---
Everything you send families to read, sign, or fill out lives under **Paperwork → Document Requests**. Enrollment packets are part of this same workspace, so there's one place for all of it.

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

<VideoEmbed
  src="documents-complete"
  title="A complete tour of the Documents workspace"
/>

## The Documents workspace

The 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="Paperwork → 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="This is the same place for enrollment packets">
There's no separate "packets" page. The Documents workspace (the feature is named "Documents & Enrollment Packets") is where enrollment paperwork and everyday forms both live.
</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.** The Documents feature may be off in **Settings → Features** ("Documents & Enrollment Packets"). Turn it on.