How to review your policy documents in Pathway

If you have worked with your success manager to integrate your policy documents into Pathway, and you are looking to send those documents to clients using Edelivery or Billing Notice workflows, you may want to view those policy documents before sending them. Here’s how you do that.

Go  to Settings → BMS Settings → Edoc reviewscreenshot1.png
You can use all the above options to search for a specific client or document.

When you find the client and click on Show More, you will see a Direct Download link. Click the link to view the policy document. This is also the same place you would go to obtain the Description and Category codes, which you will need to set up the segment filters for your Edelivery and Billing Notice workflows.

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