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J. J. Keller Support Center

Uploading Your Existing Plans


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?
  • Type



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.



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