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Customers that also subscribe to ftwPortal Pro can choose to deliver documents/forms using the "Publish" option at the top of the Batch Menu. You can also select plans from your list to that you want to publish. Select your plans, then click ...
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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...
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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 ...
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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...
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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...
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The DocPrint feature can be accessed via the Wolters Kluwer menu as shown below. ...
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Created On: 10/01/2025
in Documents User Guide
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View Official IRS Instructions | View General Instructions
Table of Contents
General Instructions
Future Developments
Reminders
Specific Instructions
Exceptions to rep...
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View Official IRS Instructions | View General Instructions
Table of Contents
General Instructions
Future Developments
What's New
Reminders
Specific Instructions
Excepti...
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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...