Add a policy welcome packet
Learn how to add a welcome packet to delivering essential policy details to your customers.
Permission required: Users with the Settings permission can access this feature.
Add a policy welcome packet
- Go to Settings, select Manage Policies.
- Select the Policy Group you'd like to add a welcome packet to.
- Click the edit icon (pencil) next to the policy name.
- Select Change Welcome Packet to upload a new document.
- Use the file browser to select the .pdf or .doc file to upload.
- Save your changes.
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