Looking to create a document to be assigned to employees? Here is how to create a document using the new client platform.
1. Log in to our platform, select the settings tab at the top right of the page
2. Scroll down and select the Documents icon. This will bring you to the documents management screen.
3. Please select the Create Document button on the right of this page.
4. Name your document, specify its category and write a brief description of what it is about.
5. Once you have inputted that information you have two options for the creation of your document.
Upload an existing template, these entails uploaded a completed file from your desktop that will be shown as a PDF. ( This is the recommended option. )
You can hit save a on the pop up box and manually create your document. This will be a text only document. ( Please ensure you save frequently when using this option as the new dashboard does not save automatically and the system will log you out automatically if you are on the same page for to long.)
6. Once you hit save your document will be saved and ready to assign to employee profiles!
If you have any questions during the process please reach out to us at Beneplan.
service@beneplan.ca
1-800-387-1670