Once users have completed any necessary updates to the "Edit Company" screen, an existing plan may be selected from the dropdown menu below the company name or a new plan may either be added via the "Add Plan" link from within the "Company Menu" box.
This will redirect to the "Edit Plan" screen. The "Edit Plan" screen allows users to update the online checklist for plan documents, if applicable as well as access other modules activated on the account.
Users can change the Plan Name in the ftwilliam.com system from the "Edit Plan" screen. In the "Plan Checklist" box, click on "A. General Information". Users can edit the plan name on Lines 2a and 2b. The system automatically updates the checklist once the user clicks out of the fields.
