Add the Master Plan and Adopting Employer Plan(s) to your account if not already on your account.
You can add your companies and plans as normal in the plan document software. For example, via the Add Company and Add Plan features.
If your Master Plan is already established and you have a new Adopting Employer plan to add, you have the option of cloning your Master Plan to the Adopting Employer company vs. adding a plan to your Adopting Employer company. Please refer to "Clone Plan Feature" in under Edit Plan in the Documents User Guide for instructions.
