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.