How to Retrieve a File in the Ameriflex Portal

Learn how to view a submitted document directly into our portal for extra security.
Written by Taylor Byas
Updated 1 week ago

Protecting your sensitive information and providing you with an easy way to manage your plans is a priority for Ameriflex. With this in mind, we have created a user-friendly way to view your submitted documents directly into the Employer Portal for processing. Your submitted documents will show up as an Action Item.

Step-by-step instructions:

1. Log in to the Ameriflex Employer Portal.

2. Using the Action Items panel on the right-hand side of the screen, click on the Action Item with the desired document attached.

3. Click on the blue hyperlink to view the document.

4. When you have completed your Action Item, select the green Done button.


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