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ftwPortal Pro
Videos
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
Creating a Census Batch (Available for those who are both Portal and Compliance Users)
Creating an Online Annual Questionnaire Batch
Publishing Post PPA (Cycle 3) Documents
Sending Direct Messages to Portal Users
Updating Email Templates