Please select the link below to view a tutorial on adding the Census Worksheet to a batch to send to your clients via the Portal.
Please note this feature is only available to those who subscribe to both the Portal and Compliance Modules:
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Articles in this section
- Accessing Portal Manager [Beta] (1:08 min)
- Adding Portal Users in Portal Manager [Beta] (2:41 min)
- Default Contact Types and Classifications
- Global Email Settings
- Navigating the Global & Plan Level Grids in Portal Manager [Beta] (8:49)
- Publishing Files for E-Signing via Portal Manager [Beta] (10 min)
- Publishing Post-PPA (Cycle 3) Documents to the Portal Via Portal Manager [Beta] (11:13 min)
- Sending a Direct Message via Portal Manager [Beta] (7:47 min)
- Accessing Portal Manager Beta
- Adding and Updating Portal Users