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…
To view the webinar replay, please click the link below and complete the information. You will receive an email with a link to the webinar