How To Attach Documents to a Plan

How To Attach Documents to a Plan

Attach PDF documents to a benefit plan so employees can open them from Plan documents while enrolling.

Who can attach documents

Employers with Benefits enabled, brokers (including benefit providers and service team members), and Global Admins can attach documents to plans. Feature admins do not have access to Plans.

To attach documents to an existing plan
  1. Go to Benefits → Plans.
  2. Select the plan name to open the Configure tab.
  3. In the Plan Documents section, drag a PDF into the upload area, or select click to browse files. Upload one file at a time. Only PDF files are allowed.
  4. To reorder documents, drag the three vertical dots next to a file.
  5. Select Save changes.
To attach documents when creating a plan
  1. Go to Benefits → Plans, then select Add a new plan.
  2. Complete the plan fields, then in Plan Documents drag a PDF into the upload area, or select click to browse files. Upload one file at a time. Only PDF files are allowed.
  3. Select Save changes.
For the full create flow, see How To Create Plans in BerniePortal. To edit other plan settings, see How to Edit an Existing Plan.

To remove a document
  1. Open the plan’s Configure tab (or the create form if the plan is not saved yet).
  2. In Plan Documents, under Actions, select Delete for the document.
Saved documents are removed immediately. You do not need to select Save changes after Delete. Deleted documents cannot be recovered—upload them again if needed.

To delete all documents
  1. In Plan Documents, select Delete All.
  2. In the Delete All Plan Documents? dialog, select Confirm.
Deleted documents cannot be recovered—upload them again if needed.