Where's my Filer?

When you access the Filer field, the filers available for you to select are either:

OR

If the filer you want isn't listed in the Filer field, click the Don't see your filer button to launch a dialog that explains how the Filer field list is populated.

Filing for a Connection

If the person on whose behalf you want to file isn't in the Filer field list, you'll need to confirm they are a connection. If they're not, you must send them a connection request, and they must accept it before you can file on their behalf.

  1. Click View Connections in the Help Finding a Filer dialog. You're re-directed to the Connections pane on the Settings page.

  2. Check the Active Connections pane for the person you want to select as your filer.

  3. If they're not an active connection, click Add New Connection. See Add a New Connection for details on how to send a connection request.

To become part of your connection network, they MUST log in to TrueFiling and accept your request. They won't be an active connection, and you can't file on their behalf, until they accept the request.

 

Once they accept, their name is available in the Filer field drop-down list on the File pane.

 

Filing for Yourself

If you want to file on your own behalf, you must have a specified user role.

See Manage your User Role for details on how to select your role.

Once you specify a role and supply the required information, your name will be in the Filer field drop-down list.