ftwilliam.com Plan Document Software Refresher Course
Date: 2019-03-21 01:00:00
Duration: 60 minutes
Speakers: Katie Dolney & Holly Roussel-Godfrey
Please join us for a refresher webinar on the ftwilliam.com Plan Document software functionality. If you are a newer user and would like to become more comfortable or you are an early adopter and want to learn about our newest features, this is the webinar for you!
We will discuss the following features:
- Setting up a plan
- Default Checklists
- Cloning
- Global Print Settings
- ftwPro Amend
- Spanish Forms
- Batch Annual Notices
- Batch Amendments
- Batch Restatements
- Doc Print
- Upload/Download Company and Plan Information