Learn how to upload and manage supporting documents within cyberBind. This tutorial covers locating a policy, adding supporting documentation, selecting document types, and managing uploaded files.
To attach a supporting document, navigate to the left-hand side menu panel and select Policy Dashboard. Use the available filters or search fields to locate the policy you wish to update, then click on the policy to open it.
From the top menu, select Supporting Documents. Click the plus (+) icon and locate the document you would like to upload. You may also include a description and other identifying details if required. Before uploading, ensure you have selected the appropriate document type.
Please note that brokers are unable to delete supporting documents once they have been uploaded.