Uploading Legal and Account Documents via the Mobile App
To upload legal and account documents using the Via Benefits Accounts mobile app, complete the following steps:
1. Select Legal and Account Documents.
2. Select Upload Document.
Note: You can see the documents you have previously uploaded.
3. Select Upload under Legal or Account Documents.
Note: Select Supporting Document for a Reimbursement if you'd like to submit a reimbursement request.
If you have Expenses Needing Attention, you'll be given the opportunity to Upload Supporting Documentation.
4. You’ll get a warning message stating to upload legal or account documents only. Select Continue.
Note: Reimbursements requested here will be denied.
5. Select the Document Type, and then select Done.
6. Select Upload Document.
File Upload Requirements:
Accepted file formats: PDF, GIF, JPG, JPEG, TIF, TIFF, BMP, and PNG
Maximum file size: 5 MB per file
If your document exceeds 5 MB, please split it into smaller files before uploading.
For example, a 20-page document can be uploaded as two separate files of 10 pages each.
7. Upload the document by using your camera, browsing your photos, or selecting a file.
Note: If the document format isn't acceptable or the file upload size is above the maximum, you'll get an error message.
Camera: Allows you to take a photo with your camera
Photos: Allows you to use a photo from your photo library
Select File(s): Allows you to browse for a file
8. Select Submit. You'll receive a You're All Set! message.
9. Select OK, Got It, or Upload Another Document.
10. You'll be notified once your document has been received. Depending on your notification preferences, you'll get an email or a push notification in the mobile app.