Submitting Monthly Summary Notes

To submit Monthly Summary Notes, first navigate to the Plan Docs section of the participant for whom you are submitting.

From the home page,

Select the participant.

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Select the Documents tab.

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Select the Plan Docs tab.

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Click + Monthly Summary Notes.

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Fill in info...

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Disclaimer: All names displayed in the above screen shots are fictional characters. No identification with actual persons (living or dead) is intended or should be inferred.