BalanceAAP > System Tools > Additional Documents

KEY TOPICS:

• Upload Company Documents for BALANCEhub SHARE
• Use Document Library Tools

Store Additional Documents in the BALANCEhub to> SHARE Library

An Administrator or Master Plan owner may compile a library of Company Documents.

Select Systems Tools from the header; and choose BALANCEhub / Additional Documents from the provided menu. Navigate to the Company Documents tab.

File formats for this document library include:

• PDF
• Word
• Excel

Upload Company Documents for BALANCEhub SHARE

To begin, select a Company, Establishment, and Plan from the provided drop-downs.

Use the [Browse] menu to locate the document on your computer; then click the [Upload] button. You may also [Browse] for additional documents before performing the [Upload].

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.