Agency employees can create Document Libraries to more easily add commonly used plan, company, or onboarding documents and links to multiple group portals. Documents and links added to the Document Library can be added to any company portal in the Documents > Libary, Documents > Onboarding, or Documents > Notifications pages.
On the LIBRARIES page, Select Actions > Add Libray to create and organize new libraries with documents and links that will then be available to quickly add to any company portal. Examples of Document Libraries may be state required onboarding documents, standard Plan Summaries, SBCs, and carrier resources, or required notices.
Within the library, documents and links can be added by selecting Actions > Add Document or Actions > Add Link. Select the file you wish to upload, enter the name that will be displayed to employees, and a description (optional) of the document to be reviewed. Employees will see the description entered if the document is then added to a company's Documents > Onboarding or Documents > Notifications page.
Once the Documents Library is created, documents or links can be added in groups to company portals. In the Company > Documents page select whether Library if the documents and links should display all year, Onboarding if the documents and links should display when the employee is completing their new hire onboarding requirements, and Notifications if the employee should be prompted to review and or add their signature acknowledgement the next time they log into EaseCentral. documents and links should display.
In the appropriate section choose Actions > Add From Library.
All documents from the Library will be selected, but specific documents can be deselected if they do not apply by clicking on the x next to the document name.
Note: documents and links from libraries can be populated in more than one section within the Company > Documents pages. For example, onboarding and plan documents can be added to both the Documents > Library and Documents > Onboarding pages.