How Do I Send Documents Via The Portal Documents Batch Ftwilliam Com Help Center

By switzerlandersing On Sep 13, 2025

How Do I Send Documents Via The Portal Documents Batch? – Ftwilliam.com Help Center

How Do I Send Documents Via The Portal Documents Batch? – Ftwilliam.com Help Center The purpose of portal document batch is to allow you to send one file or multiple files to the portal users assigned to the plans within your batch. it could be a newsletter that you want to send out once a month. The purpose of portal document batch is to allow you to send one file or multiple files to the portal users assigned to the plans within your batch. for example, if your firm sends a monthly newsletter, you can customize the files for portal users assigned to plans in your batch.

How Do I Send Documents Via The Portal Documents Batch? – Ftwilliam.com Help Center

How Do I Send Documents Via The Portal Documents Batch? – Ftwilliam.com Help Center This section of the help guide walks through the various ways to send documents and messages through the portal module. How do i send documents via the portal documents batch? how do i add my company's logo to the portal? 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?. This section walks through the variety of portal document and docprint batch processing options available through the portal. How do i send documents via the portal documents batch?.

Manage Portal Documents

Manage Portal Documents This section walks through the variety of portal document and docprint batch processing options available through the portal. How do i send documents via the portal documents batch?. To begin, select the plan documents module and indicate the items you wish to publish to the portal, by putting a checkmark next to the intended document. note: you can select the document format: pdf or word. the plan document, and any items marked for signature will always publish in pdf format. Select this option to send a direct link to portal users to easily download a copy of the restatement and supporting documents, if applicable, without having to log into the portal. In the docprint menu you will first need to create a batch file. click the “create new batch” button and give your batch file a name. you will also need to select the checklist type you will be generating the amendment for via the drop down menu. once you have made your selection, click “ok”. Here are the basic steps to creating a batch to either print the forms yourself, or submit for a fulfillment service option (or click here for a step by step guide with screenshots):.

Manage Portal Documents

Manage Portal Documents To begin, select the plan documents module and indicate the items you wish to publish to the portal, by putting a checkmark next to the intended document. note: you can select the document format: pdf or word. the plan document, and any items marked for signature will always publish in pdf format. Select this option to send a direct link to portal users to easily download a copy of the restatement and supporting documents, if applicable, without having to log into the portal. In the docprint menu you will first need to create a batch file. click the “create new batch” button and give your batch file a name. you will also need to select the checklist type you will be generating the amendment for via the drop down menu. once you have made your selection, click “ok”. Here are the basic steps to creating a batch to either print the forms yourself, or submit for a fulfillment service option (or click here for a step by step guide with screenshots):.

Manage Documents (files)

Manage Documents (files) In the docprint menu you will first need to create a batch file. click the “create new batch” button and give your batch file a name. you will also need to select the checklist type you will be generating the amendment for via the drop down menu. once you have made your selection, click “ok”. Here are the basic steps to creating a batch to either print the forms yourself, or submit for a fulfillment service option (or click here for a step by step guide with screenshots):.

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