Documents - Knowledge Base | BerniePortal

Documents

Use Documents to view and download PDF business documents that have been uploaded for your employer account (for example by your broker or agency).

Who this is for

Employers signed in to the employer account. Global Admins signed in as the employer use the same path.

To access:
  1. Open Account from the account menu. For steps, see How to Access Your Account from the Account Menu.
  2. Select Documents from the left-hand navigation menu
To download a document:
  1. In the Document Name column, select the document name to download the PDF
You can sort the list by Document Name or Upload Date using the column headers. If no documents have been uploaded, the table shows No record found.

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