Popular Articles

  1. How to Provide Portal Users Access to Complete the Census within the Portal

    Portal User permissions for the Compliance module may be accessed from within the Compliance module as shown below or from the Edit Portal User screen under the Compliance tab within the Portal Module.  From within the Compliance Module under the...
  2. How to Send Documents to the Portal That Were Prepared in ftwilliam.com

    If you subscribe to both the Documents and Portal modules you may use the "Publish to Portal" option found on the "Print Plan Documents " screen to post files to the Portal. To begin, select the Plan Documents module and indicate the items yo...
  3. How to Edit or Clone Default Email Templates and Reminders

    To access default language for a particular email, click on 'Edit' in the 'Select an Email to Edit' box for the message type you want to view. Note : You should select the appropriate tab for the software type you are working on (5500s, Complianc...
  4. Inviting Portal Users to the Portal to Edit, Review and/or Upload Attachments

    If you would like to invite users to the portal, you first must add a portal user under the Work with Signers/Portal Users  link from the "Form 5500 - Year" screen. Once the portal user is added, you should have links available on the "Form 5500 ...
  5. Edit Status, Signed Status and Acceptance Status

    There are three statuses you should make note of at the top of the "Form 5500 - Year" screen that are described below. In addition, you may find options to invite users to the portal to sign or review/edit/upload attachments, depending upon the stat...
  6. Portal Email Default Templates

    Portal Email Default Templates .  Top Master or Designated Admins may create email templates within Global Email Settings. Users are not able to delete the standard defaults, but users can edit, hide, or clone a standard default template to...
  7. 1.2. Select/Add New Company and/or Plan

    First time ftwilliam.com users may need to add a company and plan to get started. Click  here  to review instructions to Select/Add/Delete Companies and Plans. ...
  8. 6.7. Client Package

    The software allows you to select a package of reports and statements that you can send to your client; this section of the User Guide describes how to customize this package. The steps in the process are as follows: Create one or more  custom s...
  9. 9.3.3. Custom Reports

    Certain reports in the Compliance Module are able to be customized, giving the ability to add, move and remove columns; change table column widths; change font type, size and color; filter to show only certain data; and change sort order. These chan...
  10. 10.1. Use of the system for the first testing year

    Click here for more information on adding historical data This section will take you through some special steps you should complete for the first year the plan is on the ftwilliam.com Compliance system. In general, once these set up steps are com...