Desktop (Reference Only)
- Using Multi-Factor Authentication for PlanSponsorLink (Desktop)
- Using Multi-Factor Authentication (Desktop)
- Using the DocuSign Integration (Desktop)
- Using the Login Lockout Feature (Desktop)
- Task History & Using Task Overrides (Desktop)
- Adding Employees And Security Rights (Desktop)
- Blast Email Overview (Desktop)
- Using Security Management (Desktop)
- Using Event Management (Desktop)
- Using Authorized Computer Management (Desktop)
- Using Email Notifications (Desktop)
- Merge Documents Bootcamp 12/06/2018 (Desktop)
- Creating Merge Documents (Desktop)
- Data Collection with PensionPro Team (Desktop)
- Importing Data with the ftwilliam.com Import Power Tool (Desktop)
- Importing Data Using the DOL Import Power Tool (Desktop)
- Application Menu Overview (Desktop)
- Launching Project Templates (Desktop)
- Building Project Templates (Desktop)
- Troubleshoot PSL Login (Desktop)
- Viewing and Maintaining Data Collection in PensionPro (Desktop)
- Adding and Maintaining Plan Files (Desktop)
- Reassigning a Plan to a New Client (Desktop)
- Getting Started with PensionPro Track (Desktop)
- Utilizing the PSL Terms of Service Editor (Desktop)
- Troubleshooting the File Bin (Desktop)
- Using the API (Desktop)
- Creating Blast Email for New PlanSponsorLink Users (Desktop)
- Using SalesPitch Conversion Tool (Desktop)
- Understanding the Scoreboard (Desktop)