Attaching Documents to a Plan
Overview
Attaching documents to a plan allows employees to easily access important information for each benefit offering. This article explains where documents should be uploaded, how to attach them, and best practices for managing plan documents.
How to Attach a Document
Navigate to Benefits → Plans, then select the plan. This will automatically open the Plan Configuration page.
Scroll to the Plan Documents section at the bottom of the page.
Drag and drop your file(s) into the upload box or click browse files to select documents from your device.
To reorder documents, click and drag the three vertical dots next to each file.
Click Save once all documents are uploaded and arranged correctly.
What Types of Documents to Attach
Common document types include:
Summary of Benefits and Coverage (SBC)
Benefit summaries or brochures
Provider network information
Supplemental plan guides
Removing Documents
If a document needs to be updated:
In the Plan Documents section, mouse over the gear wheel to reveal the menu, then click Delete.
Click Save once all documents are uploaded and arranged correctly.
In the Plan Documents section, mouse over the gear wheel to reveal the menu, then click Delete.
Click Save once all documents are uploaded and arranged correctly.
Best Practices
Managing Plan Documents
Uploading documents directly to the plan is the most reliable way to keep information updated and accurate. This ensures employees always see the correct documents and prevents outdated files from remaining attached—especially during renewals, when older documents will not be automatically flagged for replacement.
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