Pricebook Tip - Resending Paperwork to the Office

If you know you have accepted all of your paperwork and transmitted it to the office, but the office calls and says they did not receive it, here is what you can do to retransmit your accepted paperwork.

  • Go to Communications
  • Click on Prepare and Transfer Files
  • Click on the button that says, "Recall Archived Files"
  • From the list, select the file that you wish to resend.
  • Select the file by clicking the check box.
  • Click OK
  • Click YES
  • From the Communication screen, uncheck the box that says, "Prepare files for Home Office"
  • Click OK
If you have accepted your paperwork, you do not have to reenter it to resend it to the office. Just follow these steps and it will be transmitted again.

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