BalanceAAP > System Tools > Additional Documents
KEY TOPICS:
- Upload Company Documents
- Upload Plan Documents
- Use Document Library Tools
Store Documents in the BALANCEhub > SHARE Library
An Administrator or Master Plan owner may compile a library of Company Documents for use across your organization. A plan owner may also create a library for Plan Documents.
Select Systems Tools —
- From the balanceAAP header; and choose BALANCEhub / Additional Documents from the provided menu.
OR
- From the BALANCEhub header. Then choose balanceAAP / Additional Documents from the provided menu.
The compatible file formats for this document library are:
- Word
Upload Company Documents
On the Company Documents tab, use [Browse] field at the bottom of the page to locate the document on your computer. When the file name appears below the field, click the [Upload] button. The file will be added to the Company Documents list.Upload Plan Documents
Navigate to the Company Documents tab. To begin, select a Company, Establishment, and Plan from the provided drop-downs so that the documents are only available by that plan.Use the [Browse] field at the bottom of the page to locate the document on your computer. When the file name appears below the field, click the [Upload] button. The file will be added to the Plan Documents list.
Use Document Library Tools
Administrator tools for working with uploaded documents include:- Remove This File — Select the document; click the icon; and answer Yes to the confirmation message.
- Edit Display Name of This File — Select the document; click the icon; edit the name, and click Save.
- Sort the Plan Documents list, using the Move Up/Down arrows on the right side of the list.
- Preview a Document (in another window) by select the document from the provided drop-down, and click the Preview button to open it in a PDF window.
Once documents are added to the system, they will appear for BALANCEhub > SHARE audiences to access on the Additional Documents > Company Documents tab.