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Printing Documents

Created On: 10/02/2025 in Documents User Guide DocPrint

Before printing your desired documents, you have the option to customize the file names via the Edit Filenames under the "Batch Options" menu. Level 1 applies to the folder that is downloaded from DocPrint. This will contain plan folders and fi...
Working Within Your Batch

Created On: 10/02/2025 in Documents User Guide DocPrint

Once you have added plans to your batch, there are several functions available to you. Delete a plan from the list - if you have added a plan by mistake, you can remove the plan from your batch. First, select the plan and then click on the "Do ...
Adding Plans to a Batch

Created On: 10/02/2025 in Documents User Guide DocPrint

To add plans to your batch, click on the "Add Plans' button near the top of the menu. The software will open a window displaying a list of all plans on your account that are on the checklist type you chose. Filters at the top of the window ma...
Creating a Batch

Created On: 10/02/2025 in Documents User Guide DocPrint

1. To create a batch, click on the "Create New Batch" button. 2. Type in a name for the batch, select the checklist from the drop down menu of your desired plan type and click on "Ok". You will be directed to the batch menu where you can add...
Accessing DocPrint

Created On: 10/02/2025 in Documents User Guide DocPrint

The DocPrint feature can be accessed via the Wolters Kluwer menu as shown below. ...
Batch Annual Notice

Created On: 10/01/2025 in Documents User Guide
Publishing Annual Notices to the Portal

Created On: 09/25/2025 in Documents User Guide Batch Annual Notice

Customers that also subscribe to ftwPortal Pro can choose to deliver Annual Notices and supporting documents/forms using the "Publish" option at the top of the Batch Menu. Prior to publishing your Annual Notices and supporting documents/forms...
Printing Annual Notices and Supporting Documents/Forms

Created On: 09/18/2025 in Documents User Guide Batch Annual Notice

Prior to printing your Annual Notices and supporting documents/forms, it is recommended to first run the edit checks before printing. To run the edit checks for all plans in your batch, go to the top of the batch screen and click on the symbol n...
Working Within Your Batch

Created On: 09/18/2025 in Documents User Guide Batch Annual Notice

Once you have added your plans to your batch, there are several functions available to you. Delete a plan from the list - if you have added a plan by mistake, you can remove the plan from your batch. First, select the plan and then click on the...
Adding Plans to a Batch

Created On: 09/12/2025 in Documents User Guide Batch Annual Notice

There are two options for adding plans to a batch. You can click on the "Add Plans" button near the top of the menu. Or you can use the "Add Plans From File" option available under the "Batch Options" menu. To add plans via the "Add Plans" bu...