Attaching documents to benefit plan enrollments

You can attach documents that are related to a benefit plan enrollment.

  1. Select Benefits > Maintenance > By Benefit Plans.
  2. Select an benefit plan.
  3. On the Enrolled tab, right-click a benefit enrollment with a current or future time frame.
  4. Click Open.
  5. On the Documents tab, click Create.
  6. Click the folder icon.
  7. Select the file to attach from your local folder.
  8. Click Open.
  9. Click Save.