There are two different types of templates: forms and documents.


Forms are any form or document that requires fields to be filled out, and/or a signature. For example, these could include enrollment forms, evidence of insurability forms, etc. Maxwell Health creates form templates during the implementation process and codes them so they can be pre-populated for employees.   

Documents only need to be reviewed or approved. These could include documents you submit to a new hire to review or approve.

  • Add New Document
  • Submit Document for Review/Approval