This article contains instructions for Brokers on how to access and manage a Client's Document Center. The Document Center allows Brokers and HR Managers to store and share files securely within the FormFire system. Click here for instructions on how to use the Document Center as an HR Manager.
On the Client Dashboard, select Manage Documents from the orange context menu.
That'll take you to the Document Center.
To add a document from your own computer, click the + Add Document button.
Browse your system upload any relevant documents needed for the Client. We have some preset categories or you can choose Other to include something that's not on the list. You can add things like Wage and Tax Statements, Prior Carrier Invoices or anything that you may need to attach when sending a Prescreen or Sold Group for enrollment.
Checking the box making it Visible to Employees will put the file in the Benefits Document section when the Employee logs into FormFire as well as the Review Documents page.
Checking the box making it Visible to HR will put the file in the HR Manager's Document Center.
However, if the document you're loading is for the Carrier's eyes only, leave both the Visible to Employees and Visible to HR boxes blank.
Then, you can click the blue Add button to add the document to the Document Center.
If you're missing a document and need it to be provided by the HR Manager, you can initiate a request by clicking Request Document button.
Select the File Type, add a quick note regarding the item you need the HR Manager to upload and click the blue Save button. This adds the request to the HR Manager's Document Center.
View Log, Download & Delete
Brokers always have the ability to manage the files in the Document Center, just be clicking the orange context menu.
For documents that you or the HR Manager upload:
- Click View Log will contain a history who has viewed a selected file and when
- Click Download to save the document to your computer
- Click Delete Document to permanently delete the document from the Document Center
For documents that you request from the HR Manager:
- Click Delete Request if you no longer need the requested document