Members can upload documents in conjunction with New Hire, Open Enrollment, Life Events or year-round for any reason. When a member submits a document it is placed in pending status for administrator review. Pending documents remain on Document Center page until an administrator completes submission.

Navigate to the Document Center from Benefits Administration Menu.

Expand a record to review attached file(s) and take action. Select file name to open it. Use action icons to the right to approve or deny documents.

Select the green check mark to change File Status to Approved. The status is visible to both administrator and member. When finished, select Complete to remove submission from Document Center page, and permanently store approved document on member record.

Select the red X to change File Status to Denied. You will be required to add comments regarding denial. The status and comment will be visible to both administrator and member. When finished, select Complete to remove submission from Document Center page. Denied documents will not be stored on member record.

To learn more about where documents are permanently stored on member record, check out Upload or View Document on Member Record.