Adding member documents to a member record is required in many processes, for example, an enrollment, retirement, or purchase of service application, a death, address change, or new beneficiary notification, or identity documents, such as a photo ID or fingerprint.
In this case, an enrollment application is uploaded via the Account Maintenance process, however, regardless of the administrative process or document, the procedure is the same.
To add a new document to a member record, do the following:
From the Account Maintenance process, click to select the New Document event. The system displays the Document Upload wizard.
Enter a Document Description (in this case Enrollment Application), and using the Browse button, navigate to the selected member's imaged, text, or .pdf document.
Click Submit. The system uploads the document to the database and confirms that your document has been uploaded.
Click Next. The system displays a Summary.
If the Summary is correct, click Finish. The system displays the member's Documents folder showing the uploaded document.
Click the View link to open and display the uploaded document.
Build 1136
