Uploading Documents to the Management System

Attach documents to the customer or policy

It is a member's best practices to always upload important documents (eg. Signed Applications and Forms) to the policy record. This is easy from the main menu of the customer view of the policy management system.

How do I upload a document?

First, you'll want to navigate to the insured you want to add the document. To do this, simply input the insured name in the search located at the top of the left hand navigation menu.

Once you're on the customer screen, select "Documents" main customer menu located toward the top of the page. From the "Documents" menu, select "Files."

When you've reached the "Files" page you will be able to select if you want to attach your document to a "Note" or a "Policy." The most common place to attach files is directly to the policy record. After you've selected the "Note" or "Policy" you want to associate the file, select the upload icon and navigate to the file you want to upload.