How to upload documents to a policy

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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.

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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.

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2. Once the document has loaded, click Upload. If you’ve selected the incorrect document, you can click Remove and select a different one.

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3. Any document that has been manually uploaded to a policy, can be archived by clicking Archive.

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4. You will need to confirm that you want to Archive the document by clicking Archive document.

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