HOW DO I STORE A DOCUMENT?
Storing documents has never been easier!
We know how difficult it can be having various policy documents for various insurers, as well as other important documents such as passports copies, certificates and so on! That’s why we’ve added a ‘documents’ section that allows you to store all your physical documents safely within the app, to help you de- clutter and have everything in one, accessible place!
To store a document simply open the My Portal app and navigate to the ‘More’ tab.
Next, tap on ‘My Documents’ located halfway down the page.
Then, tap on ‘Upload Document’ and choose whether you want to upload an existing file or scan a physical file.
Once the file has been scanned or selected you then need to name the document and then choose whether you would like the document to go into an existing folder or a new folder.
If you want to save the document to a new folder, simply enter the folder name at the top and then press the ‘Save’ button in the top right.
You’re all set!
To learn more about using the app’s inbuilt scanner click here.
To make things easier for you, we have outlined the steps you can take to store a documents below:
1OPEN THE MY PORTAL APP
2NAVIGATE TO THE
3SELECT ‘MY DOCUMENTS’
4TAP ON ‘UPLOAD DOCUMENT’
SELECT A FILE
6SAVE IT TO