The Documents tab on a member record stores files for the household. You can attach a file to the member folder, a note (including CSR tickets), a policy, or a policy. Member, note, and policy uploads still appear on this Documents tab. Policy uploads live on that policy's Documents tab.
Upload a document
Open Documents
Upload
Life sale categories
Life policies have their own categories: Illustration, Application copy, Issued policy, Replacement form, and Recap. Attach them to the policy so back office finds them on the policy slide-over.
On an IUL policy with an illustration date, the policy Documents section asks you to upload the illustration used on this sale until a file in the Illustration category is attached to that policy. Upload illustration opens the upload dialog with Illustration and the policy already picked.
Insurance card
The insurance card panel holds the front and back of the member's ID card. It shows for members with Health coverage, Medicare, or Supplemental, and for members with no policies yet. A member whose policies are all Life does not see it, because Life carriers do not issue an ID card. A card uploaded before stays visible.
Request a document from the customer
Request Document creates a Waiting on customer row and adds an alert to the customer inbox with a deep link to upload. Choose Email and/or SMS on the dialog when contact info is on file. Email sends right away. SMS requests are saved and will send once text message delivery is available.
Attach from Notes or Policies
Open a note (or CSR ticket) detail and use Attachments to upload against that note. On a policy slide-over, open the Documents section. Those files also list under Documents for the member.
Delete
Use the row menu to delete a file. Deletion removes it from the member record and from any note or policy attachment view.
Related: Add a member and Data and privacy basics.