Create a folder

You can access the Documents tab on the Policy screen to view/download your policy documents and upload your own documents. You can also create a folder to organize your documents.

To create a folder to organize your documents:

  1. Log in to the Policyholder portal using one of the options below:
  2. Scroll to the Dwelling Property card. Your access to policy details depends on how many policies you have:
    • If you have a single policy, select View Policy.
    • If you have multiple policies, select the address link of the policy you want to view.
  3. Select the Documents tab.
  4. Select the Your Uploads folder.
  5. Select the add icon (red circle with plus sign) at the bottom of the screen.
  6. Select Create folder.
  7. Under the Input folder name, type a descriptive name for your folder.
  8. Select OK.

 Note: You can create a folder only within the Your Uploads folder.