serff: tips & tricks

SERFF:Tips & Tricks

SHOENFELT CONSULTING, INC.3717 Latimore Road, Shaker Heights, OH 44122

(216) 244-4295Jim@ShoenfeltConsulting.com

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Workfolder

Billings

Filing Rules

Filings

Open Filings

Filings

Open Filings

Filing status on…

Open Filings

Draft Filings

Filings

Open Filings

Draft Filings

Messages

Filings

Open Filings

Draft Filings

Messages

Filings

Open Filings

Draft Filings

Messages

Filings

Settings View> Message Settings

Open Filings

Draft Filings

Messages

Filings

Settings View> Message Settings

Open Filings

Draft Filings

Messages

Filings

Search

Create Filing

Step 1

Create Filing

Step 1

Create Filing

Settings View> User Preferences

Step 2

Create Filing

Step 3

Create Filing

Step 4

Create Filing

Step 5

Create Filing

Step 6

Create Filing

Step 7

Create Filing

Step 7

Create Filing

Settings View> Add Company

Step 8

Create Filing

Step 9

Create Filing

Inside a Filing

GeneralInforma

tionForm

ScheduleRate

Rule/Schedule

Supporting Documentat

ionState

Specific Filing FeesFiling

Correspondence

GeneralInformatio

n

Form Schedu

le

Rate Rule/Sche

dule

Supporting Documentat

ionState

Specific Filing FeesFiling

Correspondence

Templates> Create Schedule Template

GeneralInformatio

n

Form Schedu

le

Rate Rule/Sche

dule

Supporting Documentat

ionState

Specific Filing FeesFiling

Correspondence

GeneralInformatio

n

Form Schedu

le

Rate Rule/Sche

dule

Supporting Documentat

ionState

Specific Filing FeesFiling

Correspondence

Templates> Create Schedule Template

GeneralInformatio

nForm

ScheduleRate

Rule/Schedule

Supporting Documentat

ionState

Specific Filing FeesFiling

Correspondence

GeneralInformatio

nForm

ScheduleRate

Rule/Schedule

Supporting Documentat

ionState

Specific Filing FeesFiling

Correspondence

GeneralInformatio

nForm

ScheduleRate

Rule/Schedule

Supporting Documenta

tionState

Specific Filing FeesFiling

Correspondence

GeneralInformatio

nForm

ScheduleRate

Rule/Schedule

Supporting Documenta

tionState

Specific Filing FeesFiling

Correspondence

GeneralInformation

Form Schedule

Rate Rule/Sch

eduleSupporting

Documentation

State Specific Filing Fees

Filing Corresponde

nce

GeneralInformatio

nForm

ScheduleRate

Rule/Schedule

Supporting Documenta

tionState

Specific Filing FeesFiling

Correspondence

Amending Filings

Step 1

Amending a Filing

Step 2

Amending a Filing

Step 3

Amending a Filing

Step 4

Amending a Filing

Step 5

Amending a Filing

Step 6

Amending a filing

Step 7

Amending a Filing

Step 8

Amending a Filing

PDF Pipeline

Step 1

PDF Pipeline

Step 2

PDF Pipeline

Step 3

PDF Pipeline

SHOENFELT CONSULTING, INC.James Shoenfelt | 216.561.6267 |

jim@shoenfeltconsulting.com