Available for the following plan: Benefits Plus
Available for the following user access levels: Admin
Managing your group benefits documentation is now easier and more secure with our integrated document management system.
This feature allows you to sign enrolment forms and track the status of change requests directly within the platform using Dropbox Sign.
This article explains how to:
Getting started
How to access your Benefits Documents
All documents related to your Group Benefit Plan are stored in a dedicated area for easy access.
- Log in to the platform.
- In the left-hand sidebar, click on the Benefits & Perks menu.
- Select the submenu My Benefits Documents.
- Here you will see a list of your documents, including the plan name, document type (Enrolment or Change Request), and current status.
Signing and submitting documents
We use Dropbox Sign to ensure your insurance documents are secure and legally verified.
- From the My Benefits Documents page, click on a document with a Pending Signature status.
- The document will open in a secure window. Review the carrier's PDF and fill out all mandatory fields.
- Follow the prompts to add your digital signature.
- Click Submit.
- If completing an Enrolment form, you will be redirected back to your onboarding flow.
- If completing a Change Request, you will be taken to the Document Detail page to view your submission.
Further Information
Understanding document statuses
You can monitor the progress of your documents through the following statuses:
- Pending Signature: You need to open, fill out, and sign the document.
- Pending Review: You have submitted the document, and it is currently awaiting review by your Admin.
- Signed: Your Enrolment form has been completed.
- Approved: Your Change Request has been reviewed and accepted by the Admin.
- Rejected: The Admin has declined the request. You can click into the document to view the Notes section for specific feedback on why it was rejected.