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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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Note : You do have to subscribe to the Documents Module and ‘ftwPortal Pro’ to post annual notices. To batch generate batch Annual Notices, select the Wolters Kluwer logo >Batches>DocPrint : In the DocPrint menu you will first need to creat...
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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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After selecting a Plan from the "Home" screen and by clicking on "Edit Plan", the user will be directed to the "Edit Plan" screen. In the "Plan Modules" box, the user will be able to select the 5500 Plan Year (1988 - present) the user would like t...
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You may perform edit checks on the data for each form/schedule at any time. There are a few different ways to run edit checks and review errors/warnings: Visual Edit Checks. While you are editing a form/schedule you may click on the "Run Edit Chec...
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On the Portal Branding page, you may customize the look of the portal with your company's logo and corporate colors, so your clients feel like they are accessing your website and not ftwilliam.com's. Portal Page Icon and Title: The fav...
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This function will set up who will be signing the Form 5500 and/or making changes to the Form 5500 filing via the portal (editing the form via the portal and/or uploading files via the portal). You will assign each user a username, password and email...
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The first step is to create a customized cover letter for your clients (SAR/AFN only). If you will be printing and mailing the letters, you may set options for the cover letter including font size and page margins. You may also generate a spre...