Upload documents to a policy

When a policy is issued, the following documents are automatically added to a policy:

1. Policy schedule: A new version of this  document is added with each revision of the policy schedule. 
2. Terms document: contains the terms and conditions associated with the policy.

To upload additional documents to a policy, follow these steps:

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

3. Search for and click on the policy that you want to edit. You can also search for the policy using the:

• • Policy number
  • Policyholder ID number
  • Policyholder name
  • Product package

4. Within the policy view, click on Documents in the grey sidebar. Here you can manage a policy’s associated files.

5. Click on Upload a document. This opens a popup where you can add new documents to the policy.

6. 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 dialog. 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 policy. 

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. 

• For a detailed guide on how to download documents, follow this guide. 
• Root implements strict file type validation to ensure platform security. To view a list of allowed file types, follow this guide.