BALANCEaap > System Tools > Additional Documents

KEY TOPICS:

  • Upload Company Documents
  • Upload Plan Documents
  • Use Document Library Tools

RELATED TOPIC:


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. An Administrator or plan owner may also create a library for Plan Documents.

Select Systems Tools from —

  • The BALANCEaap header; and choose BALANCEhub / Additional Documents from the provided menu.

OR

  • The BALANCEhub header. Then choose BALANCEaap / Additional Documents from the provided menu.

The document library will accept Upload of the following file formats:

  • 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
  • Made available to all BALANCEhub users under your organization's account.

Upload Plan Documents

Navigate to the Company Documents tab. To begin, select a Company, Establishment, and Plan from the provided drop-downs to associate the documents with a 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 [Edit] icon; edit the name, and click [Save].
  • Reorder the Documents list — Use the [Move Up/Down arrows] on the right side of the list.
  • Preview a Document — (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 in BALANCEhub > SHARE on the Additional Documents > Company Documents tab.