Previous > Configuring Plans > FORMS


In the plan's Documents page, plan-specific documents can be uploaded and links to carrier or Third-Party-Administrator websites can be added. Plan Summaries, Summary of Benefits & Coverage, and Evidence of Coverage resources are examples of documents that can be attached to the plan. It may be helpful to add a link to the carrier's Provider Directory or to the carrier website. If the REQUIRE REVIEW option is selected, employees must view the document in order to complete their enrollment. Identify the type of document or link that’s added by naming the document or link in the DISPLAY NAME field. If this field is left blank the document or link will be displayed according to the file name including the filename extension. 


Plan documents can also be filtered to display to specific employees who have certain LOCATIONS, DIVISIONS, OR JOB CLASSES assigned



Next > Customizing the Enrollment Experience