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This article covers how to add a new or existing signer to a 5500 plan. If this is the first year you are completing a 5500 for this client and you need to add a signer to the system as a new portal user. Go to the 5500 ...
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Global Email Settings determine how ftwilliam.com sends emails for each module (e.g., 5500, Documents), including invitations, reminders, signature requests, and automated confirmations. Configure these settings per module tab .
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Last Updated: 05/05/2026
in Portal User Guide
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Last Updated: 04/30/2026
in Documents User Guide
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On the Custom Edit Checks Dashboard under the Options" column, you can manage custom edit checks. Disable/Enable: Users can disable an active edit check or enable an inactive edit check. PLEASE NOTE: the button requires to be pressed vs s...
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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 ...
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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...
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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...
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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...
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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'....