When a policy is issued the following documents are automatically added to the policy on the dashboard:
- The policy schedule. A new version is added each time that the policy schedule is updated.
- The Terms document.
Documents that are automatically uploaded to a policy cannot be removed. To view a document, click on it.
Documents can be manually uploaded to a policy as outlined below:
1. Click Upload a document. You can either drag & drop or browse for the document on your PC.
2. Once the document has loaded, click Upload. If you’ve selected the incorrect document, you can click Remove and select a different one.
3. Any document that has been manually uploaded to a policy, can be archived by clicking Archive.
4. You will need to confirm that you want to Archive the document by clicking Archive document.