The Document Center is a secure data transfer portal located within balanceAAP. This feature allows users, with permission, to send and receive files to and from Berkshire's Product Support or Consulting teams.
Accessing the Document Center
Users with the appropriate permission can access the Document Center from any page within balanceAAP. Selecting the icon shown below will open the Document Center. If this icon is not present, please contact your system administrator or update your System Profile in Profile Management.
Managing Uploads
From the main Document Center page, users can upload new files to send, view existing files which have been sent or received, and finally, download files that have been sent by a Berkshire representative.
Uploading Files
After selecting the Upload New Files link, the file uploader window will appear. In this window, users are required to add a Subject Line and select their Consultant, from the drop-down. If needed, users may also add a note which will accompany the uploaded file. After all required fields have been added, users will upload the files through the Select Files(s) action and then select Upload. After the file(s) are uploaded, the Berkshire representative selected in the Consultant drop-down will be notified via email that the files are available.
