Upload Plan Design Documents

You can upload up to 8 plan design documents at the program and the plan level.

For example, you can store rate sheets, summary plan descriptions, and summary of benefits and coverage. The document file format should be one of the following and the file size should not exceed 5 MB:

• Doc
• Docx
• Ppt
• Pptx
• Txt
• Pdf
• Xls
• Xlsx
• Html
• Htm
• Xml

Here’s how you upload the document:

1. On the Home Page, click Benefits Administration >Plan Configuration.
2. Open the create or edit program or plan pages and navigate to the Additional Configuration step.
3. Select the Documents tab and click Select and Add.
4. Follow the prompts and upload the document. You need to select the language of the document. You can add a URL to point to the providers, vendors, or internal sites for more information.