-
To create a new custom edit check, click on the "Create New Edit Check" button located below the dashboard. Choose Document Classification: From the drop-down select the document type to which the edit check will apply. Only one type may ...
-
The Custom Edit Check Dashboard is the central hub for viewing, managing all system and custom edit checks, and where you can create custom edit checks. The dashboard is organized into columns, each representing key details about your edit checks...
-
The steps below will guide you through accessing, managing, and creating custom edit checks, as well as utilizing dashboard functions and logic relationships. Accessing Custom Edit Checks Follow these steps to reach the Custom Edit Check Dash...
-
Last Updated: 04/30/2026
in Documents User Guide
Edit Plan The Edit Plan screen is the home page for each plan and enables you to access each available module for the plan, such as Admin, 5500s, Portal, etc., as well as edit data about the plan itself. In the top left, you will see the basic i...
-
Last Updated: 04/30/2026
in DB Compliance User Guide
DB COMPLIANCE USER GUIDE
Training & Reference Guide for Conversion & Ongoing
(Updated April 2026)
Summary
Process
DetailedStep-by-Step Process
PLANDOCUMENT INTEGRATION (Step 1)
...
-
It is recommended that you test your settings before sending invitations to the portal. To test the 5500 Module settings, navigate to the “Global Email Settings” screen and click on “Edit” to the right of either 'Signer Email' or 'Portal Email'....
-
Last Updated: 04/28/2026
in 1099 User Guide
-
Last Updated: 04/27/2026
in Portal User Guide
-
The purpose for the Reminder/Follow-Up email Notifications is to help you and your clients keep track of what tasks remain on the portal user's ToDo List. To set up Notifications in the Global Emails Settings, you have to be the Master Admin Use...
-