Relius Documents ASP Multi-Doc Processing General Processing , select option 2

Transcription

1 Relius Documents ASP Multi-Doc Processing General Processing , select option 2

2 Table of Contents Overview...3 Selecting Plans for Processing...4 Process Options...6 Delivery Options...8 Contact Us

3 Overview The Multi-Doc Processing module is a licensed add-on to the Relius Documents ASP system. This feature is equipped with functionality that allows you to perform various operations in a batch mode. The General Document Processing function provides you with the ability to validate and/or build multiple projects at one time. To summarize, you can use the General Document Processing option within Multi-Doc to perform the following functions: Validate the checklist for multiple projects at one time so that you may quickly identify potential issues within each of the selected plans. Build any number of your plan documents in a batch mode. Select the specific document pieces (such as adoption agreements, notices, summary plan descriptions, etc.) that you wish to generate for each of the selected projects. Perform various functions on the project listing grid, including filtering on specific column values and exporting the grid contents to a spreadsheet file. Have a copy or your document(s) delivered to an ftp or http site in Word or PDF format. If you have been licensed for the Multi-Doc Processing module, please note that your system administrator must grant user rights to this functionality by accessing the Administration > User Group Setup menu. Individual users must be associated with a user group that has the Multi-Doc Processing option turned on in order to have access to this functionality. Note: Product names or references to products in this document are for demonstration purposes only and may not represent current, available products. 3

4 Selecting Plans for Processing To perform batch validation and/or document generation using Multi-Doc Processing: Click on Tools > Multi-Doc Processing > General Document Processing. The Multi-Doc Processing page is displayed with the Plan Selection tab in focus. The Plan Selection grid displays a list of all the plans to which you have access (excluding Pay-Per- Plan projects). Figure 1 Miscellaneous Grid Functions There are several functions you may perform within the Plan Selection tab that will help you efficiently identify and process your projects. These functions include: Sorting column values: You may sort the entire contents of the grid by the values in any particular column by clicking on the column heading. Re-ordering of columns: You may click and drag whole columns to any desired position within the grid to change the left-to-right order of the grid columns. Exporting selected records to Excel: When you have selected one or more record in the Project Selection grid, you may click the Export to Excel button to export the contents of each selected record to an Excel spreadsheet file. 4

5 Filtering by specific values: When you click the filter icon within any column heading, you will be presented with the option to filter the grid contents by any one distinct value in that particular column. Searching for plans with a project name that contains a string of entered text. Type the search string into the project name search text box and click the Search button. A list of the plans that meet the entered criteria is displayed. Click the Refresh button to re- populate the grid with a list of all your projects. Selecting Projects from the Grid You may select the plans you wish to process by using click, CTRL+click or SHIFT+click functionality. You may also use the Select All hyperlink at the bottom right of the tab to select or deselect all the records in the grid. Once you have selected at least one project from the grid, the Next button becomes enabled. Click the Next button to proceed to the Options tab. Figure 2 5

6 Process Options Once you have selected the projects you want to process, you must choose at least one process option that you would like the system to perform. Figure 3 Validate Checklists - Select this checkbox option to validate each of the projects selected on the Plan Selection tab prior to clicking the Next button. This validate option works exactly the same as the validate option within checklist entry in that it identifies potential issues within the selected plan checklists. A single report containing the validation log for each selected project will be generated and delivered to you via the method you select on the next tab. Generate Documents - Select this checkbox option to generate documents for each of the plans selected on the Plan Selection tab. When you have chosen to generate documents, you are required to select at least one document piece from the Document Selection list box before proceeding to the next tab. The Document Selection list box is populated with each of the document pieces that can be generated for the types of plans you have chosen to process. IMPORTANT NOTE: Any document pieces that you choose to generate are dependent upon the selections made within each individual plan s checklist. If the checklist response that is required for the selected document piece to be generated is not selected, the document will not be created or delivered for that particular plan. 6

7 Create a Naming Convention for Delivered Files - If you have chosen to have documents generated, you can set a naming convention for the files that are delivered. By default, each of your delivered document files will be named using the Project Name that has been assigned to the plan with a file extension that is relevant to the type of document that has been generated. For example, ABCProject.shn and ABCProject.tax would be the Safe Harbor notice and tax forms for the plan associated with the project name ABCProject. You can change the naming convention for your delivered Word or PDF files by selecting the Create a Naming Convention checkbox, choosing attributes from the Fields list box and clicking the arrow pointing to the right. Employer EIN: The Employer EIN value entered into the checklist for the current plan. Employer Name: The Employer Name value entered into the checklist for the current plan. Language Product: The plan type or product name associated with the document. For example, EGTRRA Corbel Prototype 401(k). Plan Name: The Plan Name value entered into the checklist for the current plan. Product Version: The version of the product or plan type associated with the document. For example, 1.0. Multiple field name values within your naming convention will be separated by an underscore in the order in which you have them set. You can change the order of your field values within the naming convention by using the up and down arrows to the right of the convention list box. You can remove an attribute from the naming convention by choosing an item from the right-hand list and clicking the arrow pointing to the left. Note that the Project Name attribute cannot be removed from the naming convention. 7

8 Delivery Options Figure 4 Delivery options will be defaulted to the settings for the user group to which you are assigned. You may change any of the default delivery option settings as follows: Delivery Type: You have the option of having your files delivered to an ftp or http site. Delivery Format: Files can be delivered in Word and/or PDF format. Document Compression: Your documents may be compressed into either an.exe or.zip file. address: Enter in the address that you want the document delivery notification sent to. A link to the ftp or http site containing your documents will be included in the message that is sent to this address. notification setup: You can change the sender s name for the notification from the default value of relius.documentsupport@fisglobal.com to a value of your choosing by typing text in the From field. You also have the option of changing the text in the body of the Multi-Doc notification by typing in the Body field. All text outside of the ftp/http link within the e- mail notification will be replaced with your entered text. Be aware that you will be overwriting all default message text, including any potential error indicators with the text you enter into the Body field. 8

9 Accessing Your Documents Once you have received an notification indicating that your documents are available for viewing, click the ftp or http link within the message to begin the document download process. If any errors have occurred while processing your request, an indication will be provided in the body and an error log file will be included along with your requested documents (see file titled ErrorReport.pdf ). Note that your documents will be stored on the ftp or http site for no more than 10 business days. If you have chosen Validate Checklists as one of your processes, a Validation Report will be one of the documents that is available for download from the ftp or http site. You can use this report to get a synopsis of any potential issues within any number of your chosen plan checklists. Note that the details listed in this report are advisory in nature and are meant to serve as one method by which you can validate the completeness and/or correctness of your plans specifications. The validation report in itself should not serve as a substitute for opening and reviewing each checklist individually. 9

10 Contact Us If you have any questions about prices, fees, or invoices, please contact our FIS Relius Client Services department at , select option 6. If you have any legal questions about what to select in the checklist or language in the documents, please call , select option 4 and a FIS Relius Representative will create an incident for you to submit to our legal team. For any product questions, issues, or how to, please contact our FIS Relius Documents Product Support department at , select option 2. You can also submit an incident from our support site at and click Incidents from the right. You will receive an incident number and a FIS Relius Representative will contact you via or phone FIS and/or its subsidiaries. All Rights Reserved.