Wiki source code of Filing Tab Features

Last modified by Derek K on 2024/02/07 22:29
Show last authors
1 To view the status of filings, click on the “**Filings**” tab located in the middle of the taskbar at the top of the screen.
2
3 **Feature List**
4
5 * Selecting **"Details"** will give information on the processing status and filing dates/settings.
6
7 * Archiving filings from the active filings page can be accomplished by checking the box to select the filing and choosing **"Archive"**.
8
9 * **Sort Filing** by selecting one of the categories. You can sort by:
10
11 * Status
12
13 * Added
14
15 * Company
16
17 * Form
18
19 **To learn how to delete a filing:**
20
21 * [[Deleting a Filing>>doc:Windows.Canada.Getting Started .Managing my eFilings.Deleting a Filing.WebHome]]
22
23 **Additional Features** available to **Batch Filers** listed below:
24
25 **Unpaid Filings**
26
27 To pay for unpaid filings, select the **"Unpaid Filings"** option.
28
29 * **Select filings** you wish to purchase at this time.
30 * **Add filings** to your cart.
31
32 [[image:Batch_Filing_-_Filing_Tab_Features_01.png||alt="https://www.aatrix.com/files/7914/2205/4397/Batch_Filing_-_Filing_Tab_Features_01.png" height="575" width="680"]]
33
34
35 * Select your **filing preferences**
36
37 //**Note:** When selecting your filing preferences, it will select the same options for all filings that are currently selected. If different options are needed for different filings, they will have to be selected separately. //
38
39 // //
40
41 [[image:Batch_Filing_-_Filing_Tab_Features_02.png||alt="https://www.aatrix.com/files/6014/2205/4398/Batch_Filing_-_Filing_Tab_Features_02.png" height="379" width="680"]]
42
43
44 * **Continue to your shopping cart** to purchase your filings or select additional filings.
45
46 [[image:Batch_Filing_-_Filing_Tab_Features_03.png||alt="https://www.aatrix.com/files/4214/2205/4398/Batch_Filing_-_Filing_Tab_Features_03.png" height="383" width="679"]]
47
48 ----
49
50 == Related Pages: ==
51
52
53 === [[Filing as Batch Filer>>doc:Windows.U\.S\..Getting Started.Batch Filers.Filing as Batch Filer.WebHome]] ===
54
55 ====== Learn what you can do as a Batch Filer. ======
56
57
58 === [[Batch Filing>>doc:Windows.U\.S\..Getting Started.Batch Filers.Batch Filing.WebHome]] ===
59
60 ====== Familiarize yourself with Batch Filing. ======