Select Plans & Policies.
Click Add New.
Click Choose a File...
Browse to the location on your computer where the document exists. Choose the document and click Open.
Complete all required fields. These are denoted by a red asterisk (*):
- Title: This will automatically populate with the file name of the selected file. This can be edited.
- Added By: This will automatically populate your name based on your user information.
- Effective Date: When is this policy effective?
Complete any optional fields for tagging making searching for the document easier. If desired, provide a description for the plan/policy. Click Save at the bottom of the page.