Uploading Non-Transactional Documents Using the Mobile App
Using a new feature called My Documents, you can upload non-transactional documents to your reimbursement account, such as HIPAA forms, Powers of Attorneys, Direct Deposit Forms, and Death Certificates to name just a few. This is the preferred method of providing these documents to us. Processing documents that are uploaded is faster than by mail. My Documents isn't meant for receipts and other supporting documentation for your expense payments.
Documents can be uploaded on the website or on your android or iOS mobile device.
To upload documents using the mobile app, complete the following steps:
1. Select Upload Documents.
2. Select Upload Document.
Note: You can see the documents you have previously uploaded. These documents are also accessible via My Documents on the Quick Links menu.
3. Select Upload Document.
Note: Select Resolve if you've been notified we can't approve an expense and want to submit a receipt or other supporting documentation.
4. Select the Document Type, select Done.
5. Select Upload Document.
Note: The acceptable file formats are PDF, GIF, JPG, TIF, TIFF, JPEG, BMP, and PMG. The maximum upload file size is 5 MB.
6. Upload the document by using you camera, browsing you 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
7. Select Submit. You'll receive a You're All Set! message.
8. Select OK, Got It or Upload Another Document.
9. You will get notified your document has been received. Depending on your notification preferences, you will get an email or a push notification on the mobile app.