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Tools/Settings Menu

Options in the Tools/Settings section of the Compliance menu

Export/Import Plan Tool
This is one of the options in the Tools/Settings men, accessible from th...
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Export Import Plan Tool Tutorial Video
Please select the link below to view a short demonstration of how to use...
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Global Participant Search
The Global Participant Search feature is located via the Compliance Menu...
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Print Settings
There are two options under Print Setting in the Tools/Settings menu - P...
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How to Clone a Plan in the Compliance Module
Click to see a demo of how to clone a plan
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Batch Adding Plan Year-Ends
Demo of how to add a new year-end to multiple plans at one time.
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