The first step in enabling the portal for a sponsor is to supply them with a questionnaire that they must then complete and return to you.

By having the sponsor complete this questionnaire, you will have documentation showing the sponsor's portal preferences. This will simplify setup as well as provide documentation for setup choices.

1. Download Latest Template: you should download the latest template of the portal questionnaire, if you do not have this on your network, by using the following link:
   
   Portal Questionnaire (revised 8/10/2017)
2. Edit the Questionnaire: you will need to edit the questionnaire to both brand it with your company's own identity as well as to make its content specific to the sponsor you are working on. All items you should change are highlighted in red.
   
   
   1. Change the Logo: you should delete the PensionSoft logo at the top of the first page and replace with your own logo.
   2. Calculation Options: there are standard export items listed here, but these should be modified as appropriate for the sponsor's plan provisions. Note that to delete any rows that contain check boxes, you will first need to go to the Word "Developer" tab and press the "Design Mode" button under the "Controls" group. Only then will you be able to highlight a range that contains controls (such as checkboxes) and delete.
   3. Quick Links: there are standard choices for archive documents listed here, but the items should be modified as appropriate for this sponsor.
   4. Reported Amounts: go through each Reported Amount in the sponsor and for any that could be potentially accessible by portal users, add a description of that amount to the list. Amounts such as overrides or stored service amounts at conversion to DB Precision should generally not be included here.
   5. Default Values: for any entries where you already know the answer (logo file name for example) or where you have your own default (support email and phone number for example) complete these entries before sending.
3. Finalize and Send: save the questionnaire document and then send to the sponsor so that they may complete and return to you.
   
   
4. Questionnaire Responses: wait until you have received responses to the questionnaire from the plan sponsor and then proceed to the next step.