When the 'Go to Filing Manager' button is selected, or if the user selects 'Manage Filing' from a filing listed on their Home Page or Plan Page, the Filing Manager page is displayed. The next part of the demo will show how the user signs, routes, and authorizes payment for a filing.

Note that in our example the Actuary's signature is required. In our example, we are signed on as Dave Anderson who has the permission of 'Sign as Actuary' for Pension Plan ABC so the 'sign' button associated with the Actuary's signature is displayed. We will first sign the filing as the Actuary, then route it to the Plan Administrator (Invited Practitioner) for their signature.

Click the button labeled "Sign" next to "Actuary Signature Required".