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Upload a Creation Filing

  1. The default “Filing Type” will be “Creation.
  2. Enter the Requested Entity Name, this is a required field and no name availability is conducted during the upload and submission process. Please check availability prior to uploading your document.
  3. Answer the question whether the entity has already been created in another state or country with the drop down arrow.
  4. Enter the “Entity Type” by using the drop down arrow.
  5. Enter the “Document Type” by using the drop down arrow.
  6. Enter a customer reference number for your internal purposes.
  7. Attach the PDF document by clicking “Browse for Attachment.”

Upload a filing to an Existing Entity

The first step is to choose which entity you will be submitted a document for. To do this you will need to enter data in the following fields.

Within
You will be searching the Business Registration data and this is the default.
About
You will want to keep this at the default “All Entities.”
Search For
Company is the default, do not change.
Words
You can choose “starting with, “ “Any Words, “ “All Words, “ “Exact, “ or “SOSID#” to find the entity.
Search Criteria
Enter the search data by the method you choose in “Words.” The suggestion is to choose either “Starting With” and entering the first one or two words of the entity name and choosing from the list of entities or using the SOSID Number for an exact match.

You will be presented with a listing of entities with the same name beginning or if you choose the SOSID#, the entity with that ID Number. Click on the name of the entity.

This will take you to the entity profile. Check to be sure this is the entity you wish to submit a document for.

Scroll to the lower section “Actions” and click “Upload a PDF Filing”

The Upload a Filing page has fields which must be entered.

Filing Type
Use the drop to select the type of filing you are uploading. (Amendment or Dissolution/Withdrawal)
Document Type
Use the drop down to select the type of document you will be uploading. This is the name of the document.
Customer Reference
Enter a customer reference number for your internal purposes.
PDF Filing
Attach the PDF document by clicking “Browse for Attachment.”
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