How to use the Document Center as an HR Manager

The Document Center allows both  Brokers and HR Managers to store and share files, securely within the FormFire system.

To access, log into your HR account and locate Manage Documents on the HR Dashboard. If you have any requests from a Broker, you'll see the notification here. Select Manage Documents to be taken into the Document Center.

The HR Document Center will allow you to:

• Add documents from your computer
• Download documents your Broker added
• Delete documents that you or your Broker no longer need
• Fulfill document requests from your Broker

Add Document

You can add new documents that are important to your company's insurance submissions in the Document Center.

To get started:

1. Find the document file on your computer and drag and drop it onto the Drag & drop your file here tile. You can also select the tile.
   
   • If you select the tile, a pop-up screen appears, allowing you to search your computer for the document file and select it.
2. Choose a Category or select Other to specify a different file type.
   
3. Turn the Visibility setting on to allow Employees to view it, or leave it off to only share the document between you and your Broker.
   
4. Select the Upload Document button. 
   

Download Document

You can download documents your Broker may have uploaded from your Document Center so you can view or edit them.

1. In the Document Center, find the document you want to download.
2. Select the Download button.
   
3. Depending on your browser's settings:
   • The file may automatically download and save to your computer, or
   • You may be prompted to specify a file location for the downloaded file.

Delete Document

You can delete documents that are duplicates or no longer needed from your company's Document Center. Follow the steps below to add a document to the Document Center:

• In the Document Center, find the document you want to delete.
• Select the Delete button.
  

This will delete the selected document(s) from your company's Document Center.

Broker Requested Documents

Satisfy any outstanding request from a Broker by uploaded the requested document. You'll be able to see the message that your Broker left with the request with any specific instructions or direction. 

Document List

See all files in the shared Document Center by filling in the square next to the file name. You can also turn on or off if a document is visible to Employees, simply by selecting or deselecting the square under Visible To Employees.