Please join us for a webinar discussing the advantages of using a portal, along with an overview of ftwilliam.com’s newly enhanced ftwPortal Pro.
During the webinar we will discuss how to leverage the portal to create efficiencies and time-saving functionality including:
- Dashboard overview of all portal users, plans and communications
- Integration with ftwilliam.com’s Documents modules
- Batch publish documents to the portal
- Batch restate Cycle 3 documents and push them to the portal for e-signatures
- Publish multiple files in the same communication for e-signing
- And more…
CE credits: 1 ASPPA/NIPA