Create New Filing
The “
Create New Filing
” feature on the Dashboard can be used to create a new filing for one or more partners (provided the user has access to multiple partners) without having to change partners or screens. This is done by using the “Type ahead” list.
Clicking
“Create New Filing” will open the “Edit Security Filing” screen, complete with blank data entry fields. Enter
all provided entry information, and then click
“Save”. The Reference Number will set when the information is saved.
Related Content
-
Importer Security Filing (ISF)
Format:
Article