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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