Can you add a PDF (not a URL) to 'Configure Plan Type Grouping Display'? Where do you put pdf in OE?
We currently have pdfs on a SharePoint site and there is a URL link in 'Configure Plan Type Grouping Display'. That is presenting user access issues. Can you embed a pdf instead of just using a URL? If you do use a SharePoint site, how do you handle security so all users can access?
I see you can store documents at the Program/Plan Level - can you make those visible to employees?