Duration: 60 Min.
Description
Amendments, updates, new options and exchanging information in general. Every year, and sometimes more often, we need to go through this with our clients and plan sponsors. There’s a lot involved, but Relius has a feature that can help. It's Relius Exchange and it's a separately licensed add-on to the Relius Documents ASP system that allows users to distribute documents in many forms to clients and plan sponsors through a secure web portal. It also lets users create and use interactive questionnaires to review, update, amend or otherwise change the plan document.
GeneralInformation
Amendments, updates, new options and exchanging information in general. Every year, and sometimes more often, we need to go through this with our clients and plan sponsors. There’s a lot involved, but Relius has a feature that can help. It's Relius Exchange and it's a separately licensed add-on to the Relius Documents ASP system that allows users to distribute documents in many forms to clients and plan sponsors through a secure web portal. It also lets users create and use interactive questionnaires to review, update, amend or otherwise change the plan document.
In this session, we will:
- demonstrate how to setup the Exchange portal and show some basic customization options
- show how to add, modify and assign contacts for plans
- examine how to upload files and publish them to the Exchange site
- review the e-signature process
- create and publish Plan Information Questionnaires
- demonstrate the tracking and notification capabilities of Exchange