Efiling

Efiling provides one centralized location for attaching any type of file to an entity in Clients & Files.

Files are attached using the File Router. The File Router is accessible from Home Base or from the Attachment List in Clients & Files. Attachments are viewed in the Attachment List in Clients & Files.

Before using Efiling, you must select Efiling options in Efiling Setup.

Related Topics:

Attach an Existing File Attachment List Efiling Setup Routing Information for Efiling