How to Add Documents and Resources to Your Benefits Toolkit

Adding documents to your app is a great way to add value for employees. It can save the benefits team time by making frequently shared documents available 24/7 in a centralized location. To add documents to a case's toolkit:

1. Log in to the admin dashboard and click the 'Resources' tab (Ask your administrator if you don't see this option.)

2. Navigate to the 'Documents' tab of the Resources page if necessary

3. Select the "Add a Document" button then give your new document a name, select URL (paste the site in the "Document URL" field) or File (click the green "Upload" button and select the file from your computer)  then click the "Save" button.

Add as many documents as you would like to your documents.  Don't forget to make the documents accessible by adding a button on your home screen. Select "Document" from the Action Type drop-down menu to allow users to view a specific document within the app and "Document List" to link to your entire library for download of individual resources.