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ftwilliam.com Help Center
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ftwilliam.com Help Center
ftwPortal Pro
ftwPortal Pro
Videos
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 (10 min)
Accessing Portal Manager Beta
Adding and Updating Portal Users
See all 12 articles
Client Portal Guides and Videos
Client Portal User Guide
Video: Initial Login to the Client Portal
Video: Signing the 5500 through the Client Portal
Portal Resources
2022 Portal Webinar Q/A
ftwilliam.com Portal User Guide
Portal User Setup and Alterations
How to Reset a Portal User's Password
Delete Portal User
How do I Upload Portal Users?
I am receiving a message that my "Portal Username Already Exists." What does this mean?
Portal Pro
How Do I Publish a Document to the Portal that does not originate in the FTW software? (e-signature options included)
Document's Module: How do I Publish a Document to the Portal for E-Signature? (Legacy)
How do I Delete a Custom Folder Name?
Batch Options
How to Prepare a Census Worksheet Batch (Compliance User)
How do I prepare a Batch Online Annual Questionnaire?- Compliance Software User
How do I Send Documents via the Portal Documents Batch?
How do I prepare a Batch Online Annual Questionnaire? (Non-Compliance User)
Global Email Settings
How Do I Set a Maximum Number of Reminder Days for Notifications?
How do I Set Up Confirmation Emails for the "Document" Module?
How do I Set Up Confirmation Emails for the "Messaging" Module?
Message Manager
How Long do Messages Remain in the Portal User's "Sent" Folder in the Portal?
How do I Set Up Confirmation Emails for the "Messaging" Module?
Portal Branding
Portal Branding Video
How do I Add My Company's Logo to the Portal?
