5.08.04 Plan Details

  1. Click on a Plan Name in the Package or in the Select Plans grid/table to view the plan details.
    1. Medical:
    2. Dental:
    3. Vision
  2. To export the plan details, choose one or both of the export options.
  3. Choose a delivery option.
  4. When emailing, include at least one email address, press the tab key after each email, update the title if necessary, add a message, and then click Deliver.
  5. When downloading, the file appears according to the browser settings.