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For Plan Rules, please visit the Admin Manual: Link

The following are step-by-step instructions on how to generate reports and view documents. Follow the steps below and refer to the corresponding screenshots provided in each section to process this request.




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From the My Reports & Documents tile, select Documents and then select View All.


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Go to the General Document tab.

Under Search Parameters, select Forms from the Category drop-down menu.

Then select Search.

 


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From the Action column, select the blue circled arrow to open the Form.

The form can be saved from here.

 



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View file
nameInsight - Document Viewer Specific Documents.mp4
height250

"Rather watch?  Click here to view the Document Viewer Specific Documents Video".


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View file
nameInsight - Document Viewer Forms.mp4
height250

"Rather watch?  Click here to view the Document Viewer Forms Video".