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:
1) Add Document:
Browse your system upload any relevant documents needed for the group. 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 & Tax Statements, Prior Carrier Invoices or anything that you may need to attach when sending a prescreen or sold case for enrollment. You can even add a brief note for the HR Manager.
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 Document Review page.
2) Request Document:
If you're missing a document and need it to be provided by the HR Manager, you can initiate a request. The notification will appear on the HR Dashboard, prompting the HR Manager to upload the requested file.
3) View Log, Download & Delete:
You will always have the ability to manage the files in the Document Center. The log will contain a history who has viewed a selected file and when.
NOTE: Anything added to the Document Center will show in the Attach Files box on the Send Forms page, for easy attachment.