Editing Your Organization Profile: Uploading Insurance Documents (2 of 2)

Once the Recipient or Applicant selects the "Upload Insurance Document" button, a pop-up window appears in which they can upload their insurance documents.

Directions to upload insurance documents:

Select the "Select Document" button
Navigate to the appropriate document from the saved location and select "Open"
Select the text box next to "Filename" and enter the name of the file
Select the text box next to "Description" and provide an accurate short description of the document
Select the category drop-down list and select the accurate category that represents the insurance document
Select the "Add Document" button

Grants Portal Upload Insurance Document Pop-Up. Please refer to Appendix 2-51 for full description.

Select this link for a full image description.