Route plan document approvals to the right person every time
Every morning, WebRun opens ftwilliam.com, finds plan documents that have moved to the ready-for-approval stage, looks up the assigned approver in PensionPro, prepares a DocuSign envelope with the document and the correct signer fields, and pings the approver in Slack with a direct link to review and sign.
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How can I automatically route retirement plan documents for approval and signature?
WebRun checks ftwilliam.com every morning for plan documents at the approval stage, looks up the assigned approver in PensionPro, and stages a DocuSign draft envelope with the correct signer fields. It then sends the approver a direct Slack message with the document details and the DocuSign link, so approvals never sit waiting in a queue.
- Documents at the approval stage routed to the correct reviewer every morning
- DocuSign envelopes staged with the right signer fields - no manual envelope creation
- Dual sign-off plans handled automatically based on PensionPro routing rules
Built for retirement plan TPAs · 401(k) document specialists · ERISA compliance principals · pension plan administration firms
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
www.ftwilliam.comin a real browser with your saved login - no setup, no API keys. -
1
ftwilliam.com - find documents at approval stage
ftwilliam.com How to Automate ftwilliam.com
WebRun opens ftwilliam.com to find documents at approval stage. - Open ftwilliam.com and check the plan documents workflow for items in the ready-for-approval or pending-review stage
- Capture the plan name, document type (adoption agreement, amendment, restatement), version date, and the staff member who prepared it
Done when Every document at the approval stage is listed with its plan, type, and preparer.
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2
PensionPro - look up assigned approver
pensionpro.com
WebRun opens PensionPro to look up assigned approver. - Open PensionPro and look up each plan to identify the assigned approver (principal, senior administrator, or compliance officer)
- Confirm the approver's email address and Slack handle
- Note any special routing rule for this plan (e.g. dual sign-off required)
Done when The correct approver and routing rule are confirmed for each document.
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3
DocuSign - prepare signature envelope
docusign.com How to Automate DocuSign
WebRun opens DocuSign to prepare signature envelope. - Prepare a DocuSign envelope for each document: attach the generated plan document and place the approver's signature field in the correct position
- Add your firm's counter-signature field if a dual sign-off is required
- Save the envelope as a draft - do not send until the Slack notification is reviewed and the approver is ready
Done when A DocuSign draft envelope is staged for each document awaiting approval.
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4
Slack - notify approver with direct link
slack.com How to Automate Slack
WebRun opens Slack to notify approver with direct link. - Send a direct Slack message to the assigned approver: plan name, document type, a brief summary of what changed, and a link to the DocuSign envelope
- Also post to the team approvals channel so a backup reviewer is aware
- The DocuSign envelope is not yet sent - the approver opens the link and initiates the send themselves
Done when The assigned approver has a Slack message with the document details and DocuSign link.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does it send the DocuSign envelope to the plan sponsor automatically?
No. The DocuSign envelope is saved as a draft. The approver receives a Slack link, reviews the document, and initiates the send themselves. Nothing goes to the sponsor without human sign-off.
Can it handle plans that require dual sign-off?
Yes. WebRun reads the routing rule from PensionPro for each plan and adds a second signature field to the DocuSign envelope when dual approval is required.
What happens if a document is returned for revisions?
If the approver declines the DocuSign envelope with a reason, the decline is noted in the Slack channel so the preparing staff member knows to revise and resubmit in ftwilliam.com.
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