Skip to content
English
Contact Support
  • There are no suggestions because the search field is empty.

How to Upload Benefit Documents (Vault)

The Vault is where you can store and organize benefit materials such as documents, flyers, summaries, and policies. This makes it easy for employees to find and reference important information.

Go To the Vault

Open the Vault section of your board. This is where all benefit documents are stored.

Upload Documents

  1. Click Upload in the upper right corner.
  2. Select the files you’d like to add (such as benefit summaries, flyers, or policies).
  3. Once uploaded, your documents will appear in the Vault.

Manage Uploaded Files

In the Vault, you can:

  • See the upload date and uploader’s name.
  • Use the Actions section to Delete or Rename documents.
    • Click the Trash icon to delete.
    • Click the Pencil icon to make the Name area editable for the Document.

  • After you rename the Document, click the check box to save. If you don't want to save your changes, click the X.