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List screens

Oleksandr Lutsenko
Updated

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  • My Filings: Displays all filings that you own—either created by you or transferred to you
  • Lapse filings: Shows filings that will lapse within X months (Default of 6 months can be changed)
    • Monitor filings before they lapse
    • Export this list into regularly scheduled reports
    • Falcon also generates lapse alert emails
  • All filings: Displays all filings belonging to your firm
    • Limited access users do not have this item. (They only access filings that they own)
    • Similarly, the Lapse filings list (above) for a limited access user only includes filings that they own
    • Standard users can view all the firm’s filings (but can only update those that they own)
    • Managers and Admin users can update all the firm’s filings
  • Dashboard: Provides visual statistics and graphs related to your filings
  • Scheduled Reports: Displays reports you’ve created, such as lapse reports

Folders

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  • Organize folders freely—by matter, client, project, person, or any structure that suits your workflow
  • You can create multi-level folder hierarchies
  • Legacy Filings Folder: A predefined folder for adding filings processed outside of Falcon

Column headings

  • Sorting: Click on a column header triangle to sort the list by that column
  • Actions:
    • Use the ellipsis (three dots) at the end of each row to update a single filing

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  • Use the checkboxes at the left of each row to select multiple filings and update all of them at once
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Tabs

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  • All Statuses: Displays all filings within the selected folder or list
  • Draft: Shows filings currently under client control with statuses such as Draft, Returned to Draft, Rejected, and Quote Sent
  • Submitted: Displays filings currently under Platinum's control, with statuses such as Submitted to File and Submitted for Quote
  • Complete: Lists filings marked as Acknowledged, Complete, or Canceled

Search Box/Icons

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  • Search Bar: Search filings by Falcon ID
  • Icons:
    • Filter: Apply filters based on any field in the list
    • Export: Download the visible list data to an Excel file
    • Table Settings: Customize your table view—add, remove, or rearrange columns
  • Add New Filing: Initiate creation of a new filing

 

 

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