How do I file a transaction?

There are several ways to file a transaction, the most common way is via the global create button located at the upper right of the application.

To file a transaction:

1. Click the Create button.
2. Choose Transaction.
3. Select the Entity that this transaction is being applied to.
4. Select the Transaction Type from the list.
5. If applicable: Choose the applicable Transaction Sub Type.
6. From the list, choose the templates that will be used for the selected transaction.
7. The next steps will depend on the type of transaction, fill-out the form and click Submit.