-
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...
-
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: 04/27/2026
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...
-
Overview Each user on the ftwilliam.com system has a profile, which stores a variety of information, including login credentials, contact details, and module permissions. From the Edit Users screen, a profile can be updated by the Mast...
-
Last Updated: 04/15/2026
in Documents User Guide
-
Uploading a File To upload a file, choose the file from your computer and and click the "Submit" button. The system will provide an immediate preview window of the proposed changes before the upload is performed. This preview enables you to revi...
-
Updating Company Information To update information for an existing company on your account, the file upload include at least one of the following identifiers for each entity as a column header: CustomerID: This is a unique value you assign to e...
-
To add new companies or plans to your account, the file upload must include identifying information for each entity as column headers. Required Fields CompanyName: This column header is mandatory for every new company or plan. Adding a Pla...