Adding enrollment confirmation documents

After a resource has submitted enrollment selections, they receive the default PDF confirmation document, or you can create enrollment-specific confirmation documents. Use this procedure to add an enrollment-specific PDF confirmation document.

Enrollment confirmation documents are saved on the Confirmations tab of the resource in an enrollment event. The latest document can be viewed by the resource, and the administrator can view all of them.

  1. After you have created the PDF form to use for the confirmation document, select Benefits > Set Up > Templates > Document Templates.
  2. Select the benefit tab for which the document will apply.
  3. Click Create, and specify the name of the document template, whether it is active, and select the template file to upload.
  4. Click Save.
  5. Add the new confirmation document to the appropriate enrollment event. Select Enrollment Events > Set Up > Enrollment Events.
  6. Open the enrollment event.
  7. Click the Enrollment Rules tab.
  8. Open the Benefit Group.
  9. On the Details tab, scroll to the Alternate Confirmation Document section.
  10. Specify remarks to be displayed on the confirmation document, and select the Document Templates to be uploaded.
  11. Click Save.