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
- 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)
- Accessing Portal Manager Beta
- Adding and Updating Portal Users
- Creating a Census Batch (Available for those who are both Portal and Compliance Users)
- E-Signing Documents in Portal (Legacy)
- Publishing Post PPA (Cycle 3) Documents
- Sending Direct Messages to Portal Users