How do I attach a document to an Insurance item?

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: 

1. Navigate to 'Financial'>'Insurance' from the menu on the left of your portal. 
   
   
   
2. Your recorded Insurance policies will appear. Locate the policy and click 'See details'. 
   
   
3.  The Insurance policy opens. Click 'Documents'. 
   
   
   
   
4. To upload a new document, simply drag and drop into the space provided, or click 'Browse' to search for the file on your computer. 
   
   
5. 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.