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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 library may also be created by the plan owner to store 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:

  • PDF
  • 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.