OFB-EZ Mobile Help

Best Practices:

Before you create your plan, consider using this companion Windows Desktop App to allow for full keyboard and monitor use. Your completed plan can be exported to any Apple or Android device running the OFB-EZ Mobile^SM app.
When completing your plan, work from section to section left to right. Information entered in the Employee and Contacts section are utilized later in the plan.
Keep your plan current by reviewing and updating it every six months.

Navigation basics:

Located in the upper right of the screen. Provides information about the current section.
Located in top right of the screen. Deletes the selected list entry.
Located in the top right of the screen. Saves current entry then clears screen for a new entry.

Plan Data Import:

Save attached file to a local folder.
Unzip file using accompanying password. Extracted file should be a single XML file.
Open OFB-EZ for Windows.
Under Tools select Import Data. A dialog box will display.
Click “Select File to Import” button. A file selection dialog will display.
Navigate to the folder that you previously saved the extracted xml file in.
Select file and click "Open".
The app will import the plan information.

If your plan fails to import, please ensure that the OFB-EZ Mobile application on your pc/device has been updated to the latest version. This information is available for future reference under More Info/Help.