Step

Result

Click on the eSubmit Request icon.

eSubmit Widget

The Create Work Item page opens. Fill out the required and optional fields as necessary. The mandatory fields are marked with an asterisk.

Create a new entry for the account

Field

Description

Rep

Select a Rep code in the dropdown of values from the Rep domain.

Registration

Select a Registration type in the dropdown of values from the Registration Types domain.

Vendor

Select a Vendor company in the dropdown of values from the Vendors/Custodians domain.

First Name

Account Owner's first name

Last Name

Account Owner's last name

Entity/Trust

Account Owner's name if it is an entity or trust

TIN/SSN

Account Owner's Tax Identification or Social Security Number

Instructions for Back Office

Additional notes about the work item

Are you mailing additional documents?

Select whether you will be sending documents by mail to the back office:
Yes – you will be able to print coversheets for these paper documents, or
No – you will only be able to upload electronic files.

Click Create Work Item. The widget sends the initial Account information to the system and creates a Work Item with the request type Concierge Submission and then the Summary page opens.
It shows created Work Item's ID number and you can perform the following actions.

eSbmit Widget Summary page

Action

Description

Print Coversheet

Click to open a page with the Work Item information. Print and add this sheet to those paper documents that will be mailed to your operations team.

eSubmit Transaction Information Sheet

Print Barcode

Click to open a page with a barcoded sheet for this work item. Print this sheet if you want to scan and add documents to this work item at a later time.

Work Item's Barcode Sheet

Upload Documents

Click to upload electronic versions of the documents (scanned or filled out electronically). The Direct File Uploader pop-up appears.

Direct File Uploader pop-up
Drag and drop your files unto the pop-up window and click Start Upload.
When upload is completed, the pop-up will close and the following messages will appear on the Summary screen:
"Your documents have been uploaded."

Open Work Item

Click to open the Work Item that has just been created. The transaction information sheet will be included.
The work item will show a message that "Folder required. Request type needs to be changed to an appropriate client activity request type for further processing"

Work Item created with eSubmit widget

Start New

Click to create a new Work Item for another Account. The widget returns to the first screen.

eSubmit widget initial screen