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Navigating your Jurisdictions

Written by Sydney Marchant
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15 STEPS

1. Click the property tab


2. Click the jurisdiction tab

3. Click add jurisdiction if one has not yet been added to your file

4. Click the drop-down list to begin searching for your jurisdiction


5. Search and select the appropriate jurisdiction


6. Once you have selected the appropriate jurisdiction, click next

7. Use the checkbox to select which department(s) you would like to add


8. Click on the toggle icon if you wish to add a compliance request for any department

You may also choose to add this fee to your statement of account by selecting the check box marked add to statement of account

9. Once you have made the selections, click add


10. You can also edit the fees by clicking the edit fees button


11. Here, you can use the checkbox to add/remove the fee from your statement of account

You can also select whether it is a standard fee or a rush fee by clicking on the appropriate option​

12. Your compliance letter for the department and letter re change of ownership have now been populated, double click on the document title(s) to open them

Note, these letters will also appear in your documents tab



13. You may also wish to upload your compliance certificate once received, by clicking on the upload icon

14. You can select the status of the compliance request by clicking the select a status drop-down and selecting the appropriate status

15. If you wish to visit the department's website, or email the department directly, you may select the email or website text links in the contact card




Next steps: Go Live OR Practice

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