Resources – Documents, File Sharing, and Tutorials

ACCESS

Resources (top menu bar)

The Resources page contains information relevant to your BusinessManager program. You can exchange documents with your financial institution, and access short tutorials to learn how to use BusinessManager.

The Documents tab contains general documents and forms that any business would need for the BusinessManager program. This tab is view-only; you cannot add or delete documents.

  • Click a category name to open or close it.
  • Click a file name to open it, and then print or save.

If you are new to the program, or you have a new employee, you are encouraged to view the training tutorials at your own pace. Contact Support if you need additional training.

  • Click a category name to open or close it.
  • Click a tutorial name to view it.

Contacting Support

ACCESS

  • Archive (left navigation pane)
  • Resources (top menu bar) > Archive

The Archive is your electronic library to share files with your financial institution. You and your FI can store any document file (e.g., the signed BusinessManager Agreement), and, if needed, multiple files for the same document type. The archive is organized in categories for your convenience, but you can use the "Other" category to add any document not listed here. You can also add a brief description for each file.

Category Document Types

Financial Information
  • Profit and Loss Statement
  • Balance Sheet
  • Aging Report
  • Accounts Payable Aging
  • Tax Document
  • Other

Sales
  • Invoice
  • Contract
  • Other

Other

Any document

Maximum file size is 15 MB. Acceptable file types are: .jpg, .gif, .tiff, .png, .bmp, .pdf, .txt, .csv, .doc, .docx, .xls, .xlsx, .mht, and .zip.

  1. From Resources > Archive, click Add Document to Archive.
  2. Click Browse/Choose File to find the file in your system or network.
  3. Optional: Add a brief description of the document.
  4. Select a category and document type.
  5. Click Save.
  • Click the category name to open or close it.
  • Click the file name to view a document.
  • To edit or delete a document, click Edit Document. (If the Edit Document link is not displayed, you cannot edit it.)

The archive documents have some constraints based on who adds them.

Who added Who can edit

Financial institution (FI)
  • Can be edited or deleted by FI users.
  • Cannot be edited or deleted by business users.

Business
  • Can be edited or deleted by Full Access business users in Business Center. (Inquiry users cannot edit or delete.)
  • Cannot be edited or deleted by FI users.