View or download uploaded documents

To access documents related to a policy, claim, or complaint, follow these steps:

1. Log into your Root dashboard.
2. Click on the Policies, Claims or Complaints icon in the blue navigation bar on the left side of your screen. 

3. Search for and click on the relevant policy/claim or complaint.
4. On a policy, claim, or complaint view, click on Documents in the sidebar to navigate to the documents section.

5. To view a document, click on its row to open it. You can also print the document once it’s open by clicking on the print icon in the top right corner.

6. To download a document, 
   • either click on the ⏺⏺⏺ button in the document row and select Download,

• or after you opened the document, click on Download at the bottom right corner.

• If the document is a PDF, you can also click the download icon (highlighted in green) in the top right corner. 

To print a PDF document, click the print icon (highlighted in purple) in the top right corner.