BalanceAAP > System Tools > Additional Documents

KEY TOPICS:

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 To add Company Documents for SHARE users to access:  Browse for the document on your computer; then click the Upload button. You may also Browse for additional documents before performing the Upload. 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. BALANCEhub User’s Guide 43 Administrator Tools Once documents are added to the system, they will appear for SHARE audiences to access on the Additional Documents > Company Documents tab: