How to upload a document in a pending action? — Cloud Customer Connect
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How to upload a document in a pending action?

Summary:

Ability to upload a document in a pending action after an enrollment update.

Content (please ensure you mask any confidential information):

Hello Team,

What our client would like is that in Benefits, when performing an upgrade, downgrade, or adding a dependent and submitting the change, the update should appear as a pending action. Additionally, they would like to have the option to upload a document (Proposal Form) directly from the pending action.

Navigation: Me → Benefits


Flow:

  • Click Enroll or Update Enrollment
  • Go to Enroll in benefits that matter to you section
  • Click Edit
  • Perform an upgrade, downgrade, or add a dependent

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