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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...
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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...
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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...
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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 ...
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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...
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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...
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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. ...
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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...
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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...
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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...