How to Upload Documents to the Openly Portal

Our Portal is designed for speed and clarity, ensuring your documents are securely uploaded and organized in seconds. Follow these steps to keep your policies up to date.

 

Step 1: Locate the policy by searching for it in the Openly Portal search bar.

 

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Step 2: Once you find the correct policy, click the Manage button to view your options.

 

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Step 3: Click Upload Document. Use the Document Type dropdown menu to select the specific kind of file you are providing.

 

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Step 4: Click Choose File or simply drag and drop your file into the designated space. Click Save to complete the upload. You’ll see a message confirming the document was properly uploaded.

 

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If you encounter an error during the upload process, ensure your file is saved as a PDF. Converting images or other document types to PDF is the most reliable way to resolve upload issues and ensure your files are processed correctly.

 

 

For further assistance, contact us via our webform or Live Chat.

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