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On the Custom Edit Checks Dashboard under the Options" column, you can manage custom edit checks. Disable/Enable: Users can disable an active edit check or enable an inactive edit check. PLEASE NOTE: the button requires to be pressed vs s...
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To create a new custom edit check, click on the "Create New Edit Check" button located below the dashboard. Choose Document Classification: From the drop-down select the document type to which the edit check will apply. Only one type may ...
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The Custom Edit Check Dashboard is the central hub for viewing, managing all system and custom edit checks, and where you can create custom edit checks. The dashboard is organized into columns, each representing key details about your edit checks...
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The steps below will guide you through accessing, managing, and creating custom edit checks, as well as utilizing dashboard functions and logic relationships. Accessing Custom Edit Checks Follow these steps to reach the Custom Edit Check Dash...
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Created On: 04/30/2026
in Documents User Guide
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Created On: 04/29/2026
in DB Compliance User Guide
DB COMPLIANCE USER GUIDE
Training & Reference Guide for Conversion & Ongoing
(Updated April 2026)
Summary
Process
DetailedStep-by-Step Process
PLANDOCUMENT INTEGRATION (Step 1)
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Created On: 03/19/2026
in Documents User Guide Reports
Designated Admin users can access plan document reports from the Wolters Kluwer menu, select Reports, followed by the report you wish to access. Below is a description of each plan document document report available. 1. Company Data - ...
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Created On: 03/19/2026
in Documents User Guide
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Our Post Year-End Compliance Amendment provides support with certain nondiscrimination testing corrections that can be made retroactively. This includes addressing failures under IRC Section § 1.401(a)(4) or § 410(b) by utilizing the corrective am...
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The ftwPro Amend add-on feature streamlines the process of employer discretionary plan amendments by allowing you to track changes seamlessly. As you make updates to your Plan Checklist, the tool automatically generates a Consent, Amendment, and S...