You can access the Upload Center from the Wolters Kluwer drop-down menu, select Company/Plan, followed by Upload Company/Plan Data.
Add/Modify Company and Plan Data - this link can be used to create your own upload to update existing plans or add new plans.
The following page, Upload Company and Plan Information, offers several files that allow you to add or update companies or plans. Additionally, it outlines specific requirements that must be fulfilled to ensure a successful upload.
Sample Spreadsheet - provides an example of uploading two new companies and three plans. Where there are no values listed in a column, the software will use what is in the ZZZ-Default for the applicable plan checklist type.
Outline and notes to accompany demo - downloads an instruction document to follow with the demo video.
EGTRRA Plan Simple Upload Sample - provides a CSV file of only EGTRRA checklist types for you to upload to your account.
Download Document Schemas - provides a link to download all available plan and company schemas to choose from.
Document Conversion - To upload a file in answers-only format from another software vendor, click the relevant link.
