Add a policy welcome packet

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

  1. Go to Settings, select Policies. 
  2. Select the Policy Group you'd like to add a welcome packet to.
  3. Click the edit icon (pencil) next to the policy name.
  4. Select Change Welcome Packet to upload a new document.
  5. Use the file browser to select the .pdf or .doc file to upload.
  6. Save your changes.

Adding or Updating Welcome Packet 2



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