You can upload insurance information for an organization to a separate and secure library in Event Manager. Insurance documents that have been uploaded to the library will display on the Insurance Documents settings page.
How to access insurance documents
- Click on Settings from the navigation menu.
- Click on the Insurance Documents tile under Calendar Settings.
- The list of insurance documents that have been uploaded will display. You can edit the alternate text for a document, or delete a document from this page.
How to edit or delete an insurance document
- If you would like to edit an insurance document, click Edit next to the insurance document.
- Enter the alternate text for the insurance document in the Picture Name field.
- Click Save to finalize the changes.
- If you would like to delete an insurance document, click Delete next to the insurance document. *Note: You can only delete an insurance document if it has not been associated with an event.
- Click Delete Document in the window that displays.