Publish to NaviPlan Clients

This page covers the following location(s) in NaviPlan:

Plan Management – Plan List – Publish to NaviPlan Clients

Planning Objectives :: Procedures :: Related Information

Planning Objectives

ClosedWhat is the purpose of the Publish client portal pop-up?
  • The Publish client portal pop-up is to be used to publish Delivered client presentations to the NaviPlan client portal client portal.
  • The Publish client portal pop-up allows a customized or general email notification to be sent or not sent to the client.

Procedures

ClosedWhat information is listed within the pop-up?
Client and Plan Information: Description
First Name First Name entered for Client and Co-Client.
Last Name Last Name entered for Client and Co-Client.
Date of Birth The Date of Birth entered for Client and Co-Client.
Tax Filing Status Tax Filing Status entered for Client and Co-Client.
Street Address Street Address entered for Client and Co-Client (may be left blank).
City City of Residence entered for Client and Co-Client.
State State of residence entered for Client and Co-Client.
Zip Code Zip Code entered for Client and Co-Client (may be left blank).
Plan Description The plan name or description entered for the plan.
Plan Year The year that the plan was created for analysis.
Plan Type The plan level used for analysis.
Plan ID The unique ID number assigned within NaviPlan.
Last Modified Date Last date the plan was modified.
Plan Status The current status of the plan.
ClosedHow do I send a notification email to my client?

The client's email will automatically be included under the Included Email section so long as the client has already been setup with a client portal log-in within the Client Portal User Account Overview pop-up. Email notifications are linked exclusively to the client's client portal log-in and additional emails cannot be added.

So long as an email address is present, you will be able to manually type in an email message, or paste in a general message into the text box.

After entry is complete, click Preview Email... to view the completed email before clicking the OK button to be sent.

ClosedDo I have to send a notification email to my client?

You are not required to, uncheck the box next your client's email address. Data will still be transferred to their client portal login.

Related Information




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