Once you have recorded your Insurance policies you can upload and store copies of any relevant documentation, for easy access if and when you need them.
To attach a document to an insurance item:
- From the dashboard, navigate to Protection.
- Click on 'Insurance'.
- Your recorded Insurance policies will appear. Locate the policy you want to attach a document to and click 'See policy'.
- The Insurance policy opens. Click 'Documents'.
- The Insurance document storage area opens. To upload a new document, simply drag and drop into the space provided, or click 'Browse' to search for the file on your computer.
- The document is now stored within your Insurance policy.
Note: Any documents stored within an Insurance item are also visible within the 'Docs' section of your portal, for easy access.