Starting a New Submittal as an Appointing Entity

Accessing the Start a New Submittal Screen

To access the Start a New Submittal Screen, shown below, click on the start a new submittal hyperlink listed in the Common Tasks menu on the eAppoint homepage. The Start a New Submittal Screen includes the eAppoint Wizard which will help instruct you on creating your new submittal.

 

Clicking Cancel will return you to the eAppoint homepage.

 

Clicking Next will display the Select Submittal Type Screen.

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Selecting the Type of Submittal

eAppoint provides this screen for you to select the type of submittal you would like to create. To select a submittal type, click within the circle to the left of the submittal type. You will need to create a separate submission for each type.

 

 

Clicking Cancel will return you to the eAppoint homepage.

 

Clicking Back returns you to the Start a New Submittal Screen.

 

Clicking Next after selecting the Submittal Type will display one of the screens shown below depending on the type you have selected.

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New Appointments

If you select "New Appointments", eAppoint creates the submittal and displays the screen shown below. Using the fields provided, you should create a name and a password for the submittal you have just begun.

Upon clicking Done eAppoint will display your eAppoint Workbench and include your new submittal.

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Appointment Renewals

If you select "Appointment Renewals", eAppoint displays the screen shown below for you to select a Renewal Invoice. eAppoint will list any unpaid Renewal Invoices. To select an invoice, click within the circle corresponding to the Renewal Invoice.

 

 

Clicking Cancel will return you to the eAppoint homepage.

 

Clicking Back returns you to the Select Submittal Type Screen.

 

Clicking Next after selecting the Renewal Invoice will display the screen shown below.

Upon clicking Next, eAppoint creates the submittal and displays the screen shown below. Using the fields provided, you should create a name and a password for the submittal you have just begun.

Upon clicking Done eAppoint will display your eAppoint Workbench and include your new submittal.

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Appointment Terminations

If you select "Appointment Terminations", eAppoint creates the submittal and displays the screen shown below. Using the fields provided, you should create a name and a password for the submittal you have just begun.

Upon clicking Done eAppoint will display your eAppoint Workbench and include your new submittal.

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New Exchanges of Business

If you select "New Exchanges of Business", eAppoint displays the screen shown below. You must select the Type of Registration before eAppoint will create the submittal. To select a registration type, click within the circle to the left of the item.

 

 

Clicking Cancel will return you to the eAppoint homepage.

 

Clicking Back returns you to the Select Submittal Type Screen.

 

Clicking Next after selecting a Registration Type will display the screen shown below.

Upon clicking Next eAppoint creates the submittal and displays the screen shown below. Using the fields provided, you should create a name and a password for the submittal you have just begun.

Upon clicking Done eAppoint will display your eAppoint Workbench and include your new submittal.

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Exchange of Business Renewals

If you select "Exchange of Business Renewals", eAppoint displays a screen, similar to the Select Appointment Renewal Invoice, for you to select a Renewal Invoice. eAppoint will list any unpaid Renewal Invoices. To select an invoice, click within the circle corresponding to the Renewal Invoice. If no invoices are awaiting payment, the below screen will display.

 

 

Clicking Cancel will return you to the eAppoint homepage.

 

Clicking Back returns you to the Select Submittal Type Screen.

 

Clicking Next after selecting the Renewal Invoice will display the screen shown below.

Upon clicking Next, eAppoint creates the submittal and displays the screen shown below. Using the fields provided, you should create a name and a password for the submittal you have just begun.

Upon clicking Done eAppoint will display your eAppoint Workbench and include your new submittal.

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Exchange of Business Terminations

If you select "Exchange of Business Terminations", eAppoint creates the submittal and displays the screen shown below. Using the fields provided, you should create a name and a password for the submittal you have just begun.

Upon clicking Done eAppoint will display your eAppoint Workbench and include your new submittal.

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