Getting Started

Software Installers & Release Notes

• ★ PensionPro Release Notes 1.35.4.0
• Installing and Running PensionPro on Mac
• API Release Notes
• Cumulative Release Notes
• Installing Applications on a Remote Desktop Server
• Downloading and Installing PensionPro

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Implementing PensionPro

• ★ Using the DocuSign Integration
• Application Menu Overview
• Creating/Maintaining PensionPro Preferences
• Data Conversion
• Getting Access to PensionPro's Help Center
• Importing Client and Plan Data

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Project Templates

• Adding and Editing Template Data Type List Values
• Building Project Templates
• Creating a Worktray
• Overview of Project Template Development
• Working with General Web Collection Templates

SalesPitch Setup

• Importing SalesPitch Data

Setting Up PlanSponsorLink

• Creating Blast Email for New PlanSponsorLink Users

Track

• Getting Started with PensionPro Track