Edit, download, or delete manually added policy documents

Policy documents that have been manually uploaded to HQ can be viewed, edited, downloaded and deleted from the policyholder’s account.

To learn how to manually upload a policy document, read more here.

View a policy document:

From the client profile you’d like to modify (Clients > Search > Client Profile):

1. Navigate to the policy containing the document(s) you wish to view.
2. Hover over the document, and click the ••• three dots icon to access options.
3. Click View to open the document to view.

You can also hover over the document and select anywhere from the highlighted box to open the document viewer.

Download a policy document:

From the client profile you’d like to modify (Clients > Search > Client Profile):

1. Navigate to the policy containing the document(s) you wish to download.
2. Hover over the document, and click the ••• three dots icon to access options.
3. Click Download to open the document pdf in a new browser window.

From here, the document can be downloaded and saved to the desktop.

Edit a policy document:

From the client profile you’d like to modify (Clients > Search > Client Profile):

1. Navigate to the policy containing the document(s) you wish to edit.
2. Hover over the document, and click the ••• three dots icon to access options.
3. Click Edit to open the document’s editing options.

From here, you can modify the document name or category.

Please note that only manually uploaded policy documents can be edited.

Delete a policy document: