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To remove a Portal User from the system, you must first remove them from the plan(s) in which they are associated. The user may be edited from either a particular plan via the Global Dashboard. Select the tricolon next to their name and click o...
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If the filing was not submitted to the DOL originally through ftwilliam.com, you may use "55-Autofill" to bring in the filing information from the DOL. After you have brought in the filing from the DOL, you will prepare the filing as if you were ...
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To amend a filing, you will need to select "Amend Filing" next to the "Details" link on the "Acceptance Status" line. Once you have clicked on "Amend Filing," a screen to confirm your selection will appear with the following warning: Confirm ...
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To set up Portal Branding, you have to be the Master Admin User or a Designated Admin. If you have these designations, you can access the Portal Branding via the Wolters Kluwer Logo>Administrative Tasks>Portal / Workflow> Portal Branding: Po...
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Last Updated: 05/12/2026
in Portal User Guide
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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: 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 ...