All About Forms
This term refers to the documents submitted to the state for registering, amending, maintaining, or closing a business.
What are forms?
In Salesforce, this is a list of client requests assigned to specific teams for efficient handling.
What is a queue?
This web browser is recommended for accessing the Preferences Engine.
What is Google Chrome?
In the Company Records hierarchy, this level sits at the top and can include multiple customers, companies, and contacts.
What is a group?
This term refers to the time it takes the state to review, process, and approve or reject submitted forms.
What is turnaround time?
This type of filing is used when a business wants to operate under a name different from its legal name, and may be called an assumed name or trade name.
What is a DBA (Doing Business As) filing?
This type of customer includes colleagues within CSC, such as corporate consultants or CSRs from other departments.
What is an internal customer?
This view is the default display when opening an account or contact in Preferences Engine.
What is the Summary View?
This is the only way to ensure that all companies under a customer are billed in the same renewal month.
What is placing the companies in a group?
This e-filing method reduces the risk of errors by allowing CSC to upload the customer’s prepared document directly.
What is document upload?
When reviewing a form, this field in the Knowledge Base can help confirm the correct filing type.
What is the “forms to file” field?
In the Order Entry Support queue, what should you do if the case lacks clear instructions or necessary information?
What is reach out to the CSR via Teams or Chatter and reassign the case for follow-up?
This feature allows users to narrow down preferences by Service Area, Product Class, and Service.
What is the Service Hierarchy?
When creating an order for a group-linked entity, this field must be marked “Y” to ensure accurate records and pricing.
What is the agent field?
In Knowledge Base, cutoff times are listed in this time zone format, based on the jurisdiction’s location.
What is the local time of the jurisdiction?
This type of filing in West Virginia is used to bring an LLC back into good standing after it has been administratively dissolved.
What is a reinstatement filing?
After successfully placing an order, what are the three steps you must take to close a case?
1. Reassign the case to the original CSR
2. Input the order number in the case information
3. Click save to close the case?
In the preference hierarchy, this level overrides all others when placing an order.
What is the contact level?
This automated process moves corporate filed documents from DealRoom to the customer’s portfolio in CSC Navigator.
What is Entity Document Integration (EDI)?
If a document must be notarized, this is one reason CSC cannot make corrections on the customer’s behalf.
What is notarized documents cannot be altered once signed?
Name thName three items from the Forms Review Checklist that must be verified before submitting a form for filing.ree items from the Forms Review Checklist that must be verified before submitting a form for filing.
This type of case should not be closed after order entry and is clearly labeled with “Do Not Close Case.”
What is an onboarding case?
If a customer wants to update their preferences or request a new preference option, this is the email address to contact.
What is prefsengine-requests@cscglobal.com?
Before creating a new account, this search method should be used to avoid duplicates, including searching by email domain or address.
What is using the “contains” filter and creative search criteria in Company Records?
This feature in Knowledge Base allows users to select specific fields and generate a multi-jurisdictional comparison chart.
What is Narrow Facts Search?