Attaching documents to benefit enrollments You can add or delete documents that are related to a benefit enrollment on behalf of an employee. Select Benefits > Maintenance > By Resources. Or select Benefits > Maintenance > By Benefit Plan. In the Current or Future tab, open the enrollment. To use merge functionality with a template, select Actions > Create Document. Select the template. Data is merged according to the template with the enrollment and saved on the Documents tab. To attach a document without merging data, click the Documents tab. Click Create. Attach the document and click Save.