1 / 52

SERFF: Tips & Tricks

SERFF: Tips & Tricks. SHOENFELT CONSULTING, INC. 3717 Latimore Road, Shaker Heights, OH 44122 (216) 244-4295 Jim@ShoenfeltConsulting.com. Login. Workfolder. Billings. Filing Rules. Filings. Filings. Open Filings. Filing status on…. Open Filings. Filings. Open Filings. Draft Filings.

nelia
Download Presentation

SERFF: Tips & Tricks

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. SERFF:Tips & Tricks • SHOENFELT CONSULTING, INC. • 3717 Latimore Road, Shaker Heights, OH 44122 • (216) 244-4295 • Jim@ShoenfeltConsulting.com

  2. Login

  3. Workfolder

  4. Billings

  5. Filing Rules

  6. Filings

  7. Filings Open Filings

  8. Filing status on… Open Filings

  9. Filings Open Filings Draft Filings

  10. Filings Open Filings Draft Filings Messages

  11. Filings Open Filings Draft Filings Messages

  12. Filings Open Filings Draft Filings Messages Settings View > Message Settings

  13. Filings Open Filings Draft Filings Messages Settings View > Message Settings

  14. Filings Open Filings Draft Filings Messages Search

  15. Create Filing

  16. Create Filing Step 1

  17. Create Filing Step 1 Settings View > User Preferences

  18. Create Filing Step 2

  19. Create Filing Step 3

  20. Create Filing Step 4

  21. Create Filing Step 5

  22. Create Filing Step 6

  23. Create Filing Step 7

  24. Create Filing Step 7 Settings View > Add Company

  25. Create Filing Step 8

  26. Create Filing Step 9

  27. Inside a Filing

  28. Templates > Create Schedule Template

  29. Templates > Create Schedule Template

  30. Amending Filings

  31. Amending a Filing Step 1

  32. Amending a Filing Step 2

  33. Amending a Filing Step 3

  34. Amending a Filing Step 4

  35. Amending a Filing Step 5

  36. Amending a filing Step 6

  37. Amending a Filing Step 7

  38. Amending a Filing Step 8

  39. PDF Pipeline

  40. PDF Pipeline Step 1

  41. PDF Pipeline Step 2

More Related