Upload Booklets and Renewal Reports for Data Entry

1. Log into the system https://benefits.cloudadvisors.ca and click the top right Group name to ensure you are in the correct group. Type in at least 3 letters to generate the drop down list of groups to select from. 

*** If this is a new group, please create the group: Add a New Group

2. Go to the My Evaluation menu and click Group Profile

3. Click on the Upload Plan tab. Click the box or drag and drop any documents you wish to add into CloudAdvisors. Multiple documents can be uploaded at once.

5. To view uploaded documents, hover over My Evaluation menu and click Reports. Select Plan Documents from the sidebar. 

6. Please contact [e-mail] if you have any troubles.