To upload documents to a policyholder, follow these steps:
- Log into your Root dashboard.
- Click on the Policyholder icon in the blue navigation bar on the left side of your screen.
- Search for and click on the policyholder that you want to edit.
- Within the policyholder view, click on Documents in the grey sidebar. Here you can manage a policyholder’s associated files.
- Click on Upload a document. This opens a popup where you can add new documents to the policy.
- You have two options for adding your document:
- Drag and drop: Simply drag the document from your file explorer and drop it into the designated area on the upload interface.
- Browse your pc: Click Browse to open a file dialogue. Navigate through your folders, select the desired document, and confirm your selection.
Once the document is uploaded, it will be listed below Documents within the policyholder view. These documents will also be visible across all policies linked to this Policyholder
Notes:
- If you need to remove or download a document that has been uploaded, click on the ⏺⏺⏺ button in the document row and select Archive or Download.
- Root implements strict file type validation to ensure platform security. To view a list of allowed file types, follow this guide.