Salesforce
To send a client an e-mail, this must be created first
Case
To change information listed on formation documents
Amendment
The screen that shows how much money is in the order - that also contains account information
Header
These are used to locate all orders assigned to a CSR
MAX Initials
Another commonly used name for filed paperwork
Evidence
Don't forget to include this in your case information, after an order has been placed
Order Number
The statutory representative on file with the Secretary of State who is responsible for receiving all SOP
Registered Agent
This date indicates that the filing has been submitted to the Secretary of State
Date to Corr
Our primary order entry system
POPs
Check here for any attachment's to a client's email
File Widget
The client will be prepping and filing the paperwork directly on their own, but wants to list us as Registered Agent
File Direct
This person is responsible for submitting the filing to the Secretary of State
Pro-Tech (processing technician)
This is the name format in which original forms are saved and uploaded to the worklist
Order Number - Line Number - COPY
CSC will submit this type of filing if a company does not plan on renewing their Registered Agent invoice, and will not file a dissolution or Change of Agent
Resignation
You will receive this - when a new case has been assigned to you
Case Alert
To register your entity in an additional state
Qualification
'INOF' is this type of line
Other Filing
Also view-able in MAX, this report can be found in Transactional Worklist as well
Results Report
The series of commands used to generate the Results Report in MAX
W, F4, Shift & F3
These two things must be linked to a case before it can be closed
Account & Contact
A true and correct version of a document
Certified Copy
These are the MAX initials of our Onboarding Team
QUE
When following up on a Corporate Kit, we change the Expected Date to match this line
Formation line
The formula used to send a fax from Outlook
[Fax:name@phone-number]