ftwilliam.com Help Center ftwilliam.com Help Center

ftwPortal Pro

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?

Census Batch Options
How to Access the Census Batch Dashboard
Census Batch Dashboard Navigation
How to Roll Forward Compliance Users
How to Post a Batch Census Worksheet
How to Allow Portal Users Access to Complete the Census within the Portal
How to Push the Census from Upload to Final

Annual Questionnaire Information and Batch Processing
How to Set Required Questions on the Annual Questionnaire
How to Post a Batch Online Annual Questionnaire
How to Upload a Batch Annual Questionnaire to the Portal (Compliance User)
How to Add or Edit an Online Annual Questionnaire for Non-Compliance Module Users

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 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)
How do I Delete a Custom Folder Name?
How do I Send Documents via the Portal Documents Batch?

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 11 articles

Portal Resources
2022 Portal Webinar Q/A
ftwilliam.com Portal User Guide

Portal Branding
Portal Branding Video
How do I Add My Company's Logo to the Portal?

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?