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BalanceAAP > System Tools > Additional Documents

KEY TOPICS:

  • Upload Company Documents for BALANCEhub SHARE

Store AAP-Associated Documents in BALANCEhub

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

Select Systems Tools from the header; and choose BALANCEhBALANCEubhub / Additional Documents from the provided drop-down. Navigate to the Company Documents tab.

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, 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.

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