These steps will allow you to access, review and download Forms and Applications for an individual employee (items will be offered in PDF format).
On the Client Dashboard, select Employee List from the orange context menu next to your desired client.
From your Employee List page, click on the orange context menu for the employee in question and select Preview Forms.
On the Preview Forms, we will note the name of the employee you are previewing at the top of the screen. Just as with Previewing forms for a group, you can choose the type of form you'd like to preview, search with carrier forms or even by the name of the form.
Note: Forms that are displayed with a prepended "~" do not have medical conditions mapped and alphabetically they will appear first.
Once you have found the form that you would like to view, click on the orange context menu and select Preview Forms. The forms will either appear in another tab or even open in a new window, depending on your browser. (When downloading a file, if an admin clicks Save instead of Open, they will need retrieve the file from their Downloads Folder).
How to Preview/Download Forms and Applications for a Group