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PensionPro
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  • ★ Merge Documents Bootcamp 12/06/2018
  • Merge Documents Feature Demonstration
  • Creating Merge Documents
  • Data Collection with PensionPro Team
  • SendGrid
  • Automatic Notification of MSI and Release Notes Updates
  • Viewing and Maintaining Data Collection in PensionPro
  • Adding and Maintaining Plan Files
  • Reassigning a Plan to a New Client
  • Installing Applications on a Remote Desktop Server
  • Event Management Bootcamp
  • Adding Events and Suggested Events
  • Using the Event Drilldown Feature
  • Event Management Business Intelligence
  • Creating Event Configurations
  • Adding Employee Details
  • PensionPro's New Tiers - Track, Team & Business
  • Using Event Management
  • Using Distributions
  • Distribution Sample Templates
  • Maintaining Distribution Preferences
  • Using Firms and Locations
  • Adding, Editing, or Deleting a Contact
  • Navigating PensionPro Reports
  • Edit Task Summary Information
  • Using the Management Dashboard
  • Updating Account Maintenance
  • Reactivating a Plan
  • Using the Milestones Dashboard
  • Adding Employees and Security Rights
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