How to tell which life event a "Proof of qualifying life event" document was loaded against? — Cloud Customer Connect
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How to tell which life event a "Proof of qualifying life event" document was loaded against?

edited Jun 26, 2025 10:47PM in Benefits 1 comment

In the new Redwood Benefits module when reporting a life event you can upload a document against it as proof. It's nice and pretty seamless!

But… is there a way though to tell though which life event it is meant to be proof for or to further categorise the document apart from lining up the dates? I don't see any attributes that would indicate it was for x, y, z life event when viewing it retrospectively in Document Records.

Version (include the version you are using, if applicable):

25B

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