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Additional Documents

Written by Paul Gorman

Updated at August 22nd, 2025

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Table of Contents

Company and Plan Documents Store Documents in the Reports Library Upload Plan Documents Upload Company Documents Use Document Library Tools

Company and Plan Documents

Store Documents in the Reports Library

An Administrator or plan owner may compile a library of Plan Documents in BAI to supplement the plan or provide additional program information to the user audience. The Administrator or Master Plan owner may also create a library of Company Documents for organization-wide distribution. Some examples include a copy of a company policy or an establishment's EEO-1 Report.

Select Systems Tools from the software header. Under General, click the link for:

  • Plan Documents
  • Company Documents

Quick Tip: Each of the above libraries will be represented by a tab, making navigating between the two libraries even easier.

The document library will accept Upload of the following file formats:

  • PDF
  • Word
  • Excel

Upload Plan Documents

Navigate to the Company Documents tab. To begin, select a Company, Establishment, and Plan from the provided drop-downs to associate the documents with a plan.

Use the [Browse] field at the bottom of the page to locate the document on your computer. When the file name appears below the field, click the [Upload] button. The file will be:

  • Added to the system's Plan Documents list
  • Made available to all users with permissions to view BAI Reports for the specific plan location

Upload Company Documents

On the Company Documents tab, use [Browse] field at the bottom of the page to locate the document on your computer. When the file name appears below the field, click the [Upload] button. The file will be:

  • Added to the system's Company Documents list
  • Made available to all users with permissions to view BAI Reports under your organization's account

Any documents added to the system will appear on the Reports > BAI Reports tab, under the applicable Report Group for Plan Documents and/or Company Documents.


Use Document Library Tools

Administrator tools for working with uploaded documents include:

  • Remove This File — Select the document; click the Remove icon; and answer Yes to the confirmation message.
  • Edit Display Name of This File — Select the document; click the Edit icon; edit the name, and click [Save].
  • Reorder the Documents list — Use the [Move Up/Down arrows] on the right side of the list.
  • Preview a Document — (Select the document from the provided drop-down, and click the [Preview] button to open it in a PDF window.
extra files supplemental papers

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