Move a document

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 and move your documents.

To move 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 a document you want to move.
  6. Select Move in the menu that displays.
  7. Navigate to the folder you want to move the document to.
  8. Select Move.

Note: You can move documents only between subfolders within the Your Uploads folder.