BalanceAAP > System Tools > Additional Documents

KEY TOPICS:

• Upload Company Documents for BALANCEhub SHARE

To compile the Company Documents list, select Systems Tools from the page header; and choose Additional Documents from the provided drop-down. Navigate to the Company Documents tab. A Master Plan owner or an Administrator can manage documents for the associated sub-plans. To begin, select a Company, Establishment, and Plan from the provided drop-downs:

Upload Company Documents for BALANCEhub SHARE

To add Company Documents for SHARE users to access:access,  Browsebrowse for the document on your computer; then click the Upload[Upload] button. You may also Browse[Browse] for additional documents before performing the Upload. [Upload].

Administrator tools for working with uploaded documents include:

•  Remove This File—SelectFile — Select the document; click the icon; and answer Yes to the confirmation message.
•  Edit Display Name of This File—SelectFile — 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. BALANCEhub User’s Guide 43 Administrator Tools

Once documents are added to the system, they will appear for BALANCEhub > SHARE audiences to access on the Additional Documents > Company Documents tab: