serff: tips & tricks
DESCRIPTION
SERFF: Tips & Tricks. SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 [email protected]. Login. Workfolder. Billings. Filing Rules. Filings. Filings. Open Filings. Filing status on…. Open Filings. Filings. Open Filings. Draft Filings. - PowerPoint PPT PresentationTRANSCRIPT
SERFF:Tips & Tricks
SHOENFELT CONSULTING, INC.3717 Latimore Road, Shaker Heights, OH 44122
(216) [email protected]
Login
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 |